Ritter Daniher Financial Advisory’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
MF
Ritter Daniher Financial Advisory's FPEI Position: Q2 2026 in Review
Ritter Daniher Financial Advisory reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 2.7% in Q2 2026, selling an estimated $28.8K and leaving 53,177 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #73.
Ritter Daniher Financial Advisory first reported a position in FPEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q1 2026. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Ritter Daniher Financial Advisory held 53,177 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.03M as of Q2 2026.
- Ritter Daniher Financial Advisory sold 1,498 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $28.8K.
- First Trust Institutional Preferred Securities and Income ETF made up 0.16% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #73 holding.
- Ritter Daniher Financial Advisory first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2025 and has held it in 4 quarters since.
- Ritter Daniher Financial Advisory's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.04M in Q1 2026.
- 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.
Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.