Smartleaf Asset Management’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
Q1
$27K Buy
1,437
+559
+64% +$10.8K ﹤0.01% 1794
2025
Q4
$17K Buy
878
+797
+984% +$15.5K ﹤0.01% 2118
2025
Q3
$1.57K Buy
+81
New +$1.55K ﹤0.01% 2663

Other funds holding FPEI

Smartleaf Asset Management's FPEI Position: Q1 2026 in Review

Smartleaf Asset Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 64% in Q1 2026, buying an estimated $10.8K and bringing the position to 1,437 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Smartleaf Asset Management first reported a position in FPEI in Q3 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Smartleaf Asset Management held 1,437 shares of First Trust Institutional Preferred Securities and Income ETF worth $27K as of Q1 2026.
  • Smartleaf Asset Management bought 559 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $10.8K.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1794 holding.
  • Smartleaf Asset Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.