Sigma Planning Corp’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Sigma Planning Corp's FPEI Position: Q3 2026 in Review

Sigma Planning Corp increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 34% in Q3 2026, buying an estimated $529K and bringing the position to 109,771 shares worth $2.02M. The position accounts for 0.05% of the portfolio, ranked #347.

Sigma Planning Corp first reported a position in FPEI in Q1 2023 and has held it in 15 quarters since. 52 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.

• Sigma Planning Corp held 109,771 shares of First Trust Institutional Preferred Securities and Income ETF worth $2.02M as of Q3 2026.
• Sigma Planning Corp bought 27,802 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2026, an estimated $529K.
• First Trust Institutional Preferred Securities and Income ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #347 holding.
• Sigma Planning Corp first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2023 and has held it in 15 quarters since.
• 52 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.