Summit Financial’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Summit Financial’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	$745K	Buy	38,603 +10,139	+36%	+$195K	0.01%	950
2026 Q1	$541K	Sell	28,464 -179	-0.6%	-$3.47K	0.01%	969
2025 Q4	$555K	Sell	28,643 -6,286	-18%	-$122K	0.01%	861
2025 Q3	$676K	Buy	+34,929	New	+$669K	0.01%	777

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

Summit Financial's FPEI Position: Q2 2026 in Review

Summit Financial increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 36% in Q2 2026, buying an estimated $195K and bringing the position to 38,603 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #950.

Summit Financial 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.

Summit Financial held 38,603 shares of First Trust Institutional Preferred Securities and Income ETF worth $745K as of Q2 2026.
Summit Financial bought 10,139 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $195K.
First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #950 holding.
Summit Financial 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.