Smartleaf Asset Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Smartleaf Asset Management’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 Q2	$27.7K	Hold	1,437	–	–	﹤0.01%	1835
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smartleaf Asset Management's FPEI Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 1,437 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Smartleaf Asset Management first reported a position in FPEI in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Smartleaf Asset Management held 1,437 shares of First Trust Institutional Preferred Securities and Income ETF worth $27.7K as of Q2 2026.
Smartleaf Asset Management left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1835 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 4 quarters since.
215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.