Plotkin Financial Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Plotkin Financial Advisors’s Portfolio FPEI Stock Details FPEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Buy	55,446 +7,210	+15%	+$139K	0.44%	42
2026 Q1	$916K	Buy	48,236 +3,635	+8%	+$70.4K	0.46%	40
2025 Q4	$865K	Buy	44,601 +7,226	+19%	+$140K	0.42%	44
2025 Q3	$723K	Buy	37,375 +8,242	+28%	+$158K	0.36%	45
2025 Q2	$553K	Sell	29,133 -1,200	-4%	-$22.3K	0.31%	53
2025 Q1	$567K	Buy	30,333 +10,144	+50%	+$190K	0.35%	44
2024 Q4	$378K	Sell	20,189 -659	-3%	-$12.4K	0.22%	67
2024 Q3	$398K	Sell	20,848 -5,825	-22%	-$109K	0.24%	63
2024 Q2	$490K	Buy	26,673 +2,100	+9%	+$38.2K	0.32%	47
2024 Q1	$448K	Buy	24,573 +5,739	+30%	+$103K	0.3%	53
2023 Q4	$336K	Buy	+18,834	New	+$322K	0.26%	58

Other funds holding FPEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Plotkin Financial Advisors's FPEI Position: Q2 2026 in Review

Plotkin Financial Advisors increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 15% in Q2 2026, buying an estimated $139K and bringing the position to 55,446 shares worth $1.07M. The position accounts for 0.44% of the portfolio, ranked #42.

Plotkin Financial Advisors first reported a position in FPEI in Q4 2023 and has held it in 11 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Plotkin Financial Advisors held 55,446 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.07M as of Q2 2026.
Plotkin Financial Advisors bought 7,210 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $139K.
First Trust Institutional Preferred Securities and Income ETF made up 0.44% of Plotkin Financial Advisors's portfolio in Q2 2026, its #42 holding.
Plotkin Financial Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.