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

Sigma Planning Corp’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 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%	-$68.3K	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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sigma Planning Corp's FPEI Position: Q1 2026 in Review

Sigma Planning Corp increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 3.8% in Q1 2026, buying an estimated $47.3K and bringing the position to 67,531 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #479.

Sigma Planning Corp first reported a position in FPEI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.65M in Q2 2023. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

Sigma Planning Corp held 67,531 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.28M as of Q1 2026.
Sigma Planning Corp bought 2,441 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $47.3K.
First Trust Institutional Preferred Securities and Income ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #479 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 13 quarters since.
Sigma Planning Corp's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.65M in Q2 2023.
208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.