Sutton Place Investors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Sutton Place Investors’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	$1.35M	Buy	70,179 +811	+1%	+$15.6K	0.66%	38
2026 Q1	$1.32M	Buy	69,368 +773	+1%	+$15K	0.72%	35
2025 Q4	$1.33M	Buy	68,595 +806	+1%	+$15.6K	0.73%	37
2025 Q3	$1.31M	Sell	67,789 -51,858	-43%	-$993K	0.75%	35
2025 Q2	$2.27M	Buy	119,647 +3,669	+3%	+$68.2K	1.37%	19
2025 Q1	$2.17M	Hold	115,978	–	–	1.46%	16
2024 Q4	$2.17M	Buy	115,978 +983	+0.9%	+$18.5K	1.26%	18
2024 Q3	$2.19M	Buy	114,995 +1,396	+1%	+$26.1K	1.34%	17
2024 Q2	$2.09M	Buy	113,599 +1,489	+1%	+$27.1K	1.39%	18
2024 Q1	$2.04M	Hold	112,110	–	–	1.01%	25
2023 Q4	$2M	Buy	112,110 +1,500	+1%	+$25.6K	1.45%	18
2023 Q3	$1.87M	Sell	110,610 -1,585	-1%	-$27K	2.43%	11
2023 Q2	$1.89M	Sell	112,195 -2,461	-2%	-$41.3K	2.63%	8
2023 Q1	$1.92M	Buy	114,656 +3,476	+3%	+$62.5K	2.61%	10
2022 Q4	$1.98M	Buy	111,180 +1,560	+1%	+$27.4K	2.83%	10
2022 Q3	$1.88M	Buy	+109,620	New	+$1.98M	2.85%	11

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

Sutton Place Investors's FPEI Position: Q2 2026 in Review

Sutton Place Investors increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 1.2% in Q2 2026, buying an estimated $15.6K and bringing the position to 70,179 shares worth $1.35M. The position accounts for 0.66% of the portfolio, ranked #38.

Sutton Place Investors first reported a position in FPEI in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.27M in Q2 2025. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Sutton Place Investors held 70,179 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.35M as of Q2 2026.
Sutton Place Investors bought 811 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $15.6K.
First Trust Institutional Preferred Securities and Income ETF made up 0.66% of Sutton Place Investors's portfolio in Q2 2026, its #38 holding.
Sutton Place Investors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2022 and has held it in 16 quarters since.
Sutton Place Investors's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.27M in Q2 2025.
215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.