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

Sanctuary 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	$925K	Buy	47,928 +8,707	+22%	+$167K	﹤0.01%	1503
2026 Q1	$745K	Buy	39,221 +5,253	+15%	+$102K	﹤0.01%	1521
2025 Q4	$659K	Buy	33,968 +1,051	+3%	+$20.4K	﹤0.01%	1565
2025 Q3	$637K	Buy	32,917 +22,217	+208%	+$426K	﹤0.01%	1555
2025 Q2	$203K	Sell	10,700 -1,790	-14%	-$33.3K	﹤0.01%	2170
2025 Q1	$234K	Sell	12,490 -1,400	-10%	-$26.2K	﹤0.01%	1948
2024 Q4	$260K	Buy	13,890 +101	+0.7%	+$1.9K	﹤0.01%	2092
2024 Q3	$258K	Sell	13,789 -14,821	-52%	-$277K	﹤0.01%	2088
2024 Q2	$514K	Buy	+28,610	New	+$521K	﹤0.01%	1622

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

Sanctuary Advisors's FPEI Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 22% in Q2 2026, buying an estimated $167K and bringing the position to 47,928 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Sanctuary Advisors first reported a position in FPEI in Q2 2024 and has held it in 9 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Sanctuary Advisors held 47,928 shares of First Trust Institutional Preferred Securities and Income ETF worth $925K as of Q2 2026.
Sanctuary Advisors bought 8,707 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $167K.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1503 holding.
Sanctuary Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2024 and has held it in 9 quarters since.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.