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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.02M Buy
109,771
+27,802
+34% +$529K 0.05% 347
2026
Q2
$1.58M Buy
81,969
+14,438
+21% +$278K 0.04% 436
2026
Q1
$1.28M Buy
67,531
+2,441
+4% +$47.3K 0.04% 479
2025
Q4
$1.26M Sell
65,090
-538
-0.8% -$10.4K 0.03% 461
2025
Q3
$1.27M Sell
65,628
-116
-0.2% -$2.22K 0.04% 451
2025
Q2
$1.25M Sell
65,744
-7,504
-10% -$139K 0.04% 437
2025
Q1
$1.37M Sell
73,248
-3,641
-5% -$68.2K 0.04% 382
2024
Q4
$1.44M Buy
76,889
+2,343
+3% +$44.2K 0.05% 366
2024
Q3
$1.42M Sell
74,546
-544
-0.7% -$10.2K 0.04% 385
2024
Q2
$1.38M Sell
75,090
-1,324
-2% -$24.1K 0.04% 382
2024
Q1
$1.39M Buy
76,414
+37,624
+97% +$678K 0.04% 405
2023
Q4
$692K Sell
38,790
-38,373
-50% -$655K 0.05% 355
2023
Q3
$1.3M Sell
77,163
-20,566
-21% -$351K 0.05% 379
2023
Q2
$1.65M Buy
97,729
+13,109
+15% +$220K 0.06% 321
2023
Q1
$1.42M Buy
+84,620
New +$1.52M 0.05% 394

Other funds holding FPEI

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.