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

Summit Wealth Partners’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	$484K	Sell	25,072 -542	-2%	-$10.4K	0.07%	179
2026 Q1	$487K	Hold	25,614	–	–	0.08%	165
2025 Q4	$497K	Hold	25,614	–	–	0.09%	128
2025 Q3	$495K	Hold	25,614	–	–	0.09%	135
2025 Q2	$486K	Hold	25,614	–	–	0.09%	134
2025 Q1	$479K	Sell	25,614 -6,746	-21%	-$126K	0.1%	128
2024 Q4	$605K	Sell	32,360 -146,453	-82%	-$2.76M	0.12%	114
2024 Q3	$3.41M	Buy	178,813 +68,142	+62%	+$1.27M	0.66%	37
2024 Q2	$2.03M	Sell	110,671 -1,081	-1%	-$19.7K	0.42%	47
2024 Q1	$2.04M	Buy	111,752 +68,409	+158%	+$1.23M	0.43%	42
2023 Q4	$773K	Buy	43,343 +12,387	+40%	+$211K	0.18%	86
2023 Q3	$523K	Buy	30,956 +4,561	+17%	+$77.8K	0.13%	105
2023 Q2	$445K	Buy	26,395 +13,125	+99%	+$220K	0.11%	116
2023 Q1	$222K	Buy	13,270 +2,214	+20%	+$39.8K	0.06%	171
2022 Q4	$197K	Buy	+11,056	New	+$194K	0.05%	173

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Wealth Partners's FPEI Position: Q2 2026 in Review

Summit Wealth Partners reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 2.1% in Q2 2026, selling an estimated $10.4K and leaving 25,072 shares worth $484K. The position accounts for 0.07% of the portfolio, ranked #179.

Summit Wealth Partners first reported a position in FPEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.41M in Q3 2024. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Summit Wealth Partners held 25,072 shares of First Trust Institutional Preferred Securities and Income ETF worth $484K as of Q2 2026.
Summit Wealth Partners sold 542 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $10.4K.
First Trust Institutional Preferred Securities and Income ETF made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #179 holding.
Summit Wealth Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and has held it in 15 quarters since.
Summit Wealth Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $3.41M in Q3 2024.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.