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

Sigma Planning Corp's FPEI Position: Q2 2026 in Review

Sigma Planning Corp increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 21% in Q2 2026, buying an estimated $278K and bringing the position to 81,969 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #436.

Sigma Planning Corp first reported a position in FPEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.65M in Q2 2023. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

• Sigma Planning Corp held 81,969 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.58M as of Q2 2026.
• Sigma Planning Corp bought 14,438 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $278K.
• First Trust Institutional Preferred Securities and Income ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #436 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 14 quarters since.
• Sigma Planning Corp's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.65M in Q2 2023.
• 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.