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Trask Adam Roland’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Trask Adam Roland’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
Q1 		$41.2K Buy
+2,170
New +$42K 0.04% 116

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trask Adam Roland's FPEI Position: Q1 2026 in Review

Trask Adam Roland opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026: 2,170 shares worth $41.2K. The stake represents 0.04% of the portfolio and ranks #116 among its holdings.

210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Trask Adam Roland held 2,170 shares of First Trust Institutional Preferred Securities and Income ETF worth $41.2K as of Q1 2026.
  • First Trust Institutional Preferred Securities and Income ETF was a new Trask Adam Roland position in Q1 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.04% of Trask Adam Roland's portfolio in Q1 2026, its #116 holding.
  • 210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.