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United Capital Management of KS’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

United Capital Management of KS’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 		$1.09M Buy
56,247
+2,885
+5% +$55.5K 0.14% 65
2026
Q1 		$1.01M Buy
53,362
+1,097
+2% +$21.3K 0.15% 64
2025
Q4 		$1.01M Buy
52,265
+1,373
+3% +$26.6K 0.14% 70
2025
Q3 		$984K Buy
50,892
+1,965
+4% +$37.6K 0.13% 69
2025
Q2 		$929K Sell
48,927
-14,614
-23% -$272K 0.15% 70
2025
Q1 		$1.19M Buy
63,541
+927
+1% +$17.4K 0.25% 58
2024
Q4 		$1.17M Buy
62,614
+3,883
+7% +$73.2K 0.21% 61
2024
Q3 		$1.12M Sell
58,731
-4,452
-7% -$83.1K 0.24% 56
2024
Q2 		$1.16M Sell
63,183
-5,312
-8% -$96.7K 0.26% 53
2024
Q1 		$1.25M Sell
68,495
-3,986
-5% -$71.8K 0.29% 56
2023
Q4 		$1.29M Sell
72,481
-19,175
-21% -$327K 0.39% 55
2023
Q3 		$1.55M Sell
91,656
-10,422
-10% -$178K 0.53% 51
2023
Q2 		$1.72M Sell
102,078
-12,033
-11% -$202K 0.55% 52
2023
Q1 		$1.91M Buy
114,111
+522
+0.5% +$9.38K 0.71% 49
2022
Q4 		$2.02M Buy
113,589
+4,397
+4% +$77.1K 0.83% 44
2022
Q3 		$1.87M Sell
109,192
-93,665
-46% -$1.7M 0.88% 45
2022
Q2 		$3.6M Buy
202,857
+6,735
+3% +$125K 1.69% 24
2022
Q1 		$3.81M Buy
196,122
+34,633
+21% +$685K 1.48% 31
2021
Q4 		$3.29M Buy
161,489
+27,448
+20% +$563K 1.23% 38
2021
Q3 		$2.77M Buy
134,041
+35,066
+35% +$727K 1.13% 39
2021
Q2 		$2.05M Buy
98,975
+29,537
+43% +$606K 0.84% 48
2021
Q1 		$1.41M Buy
69,438
+20,006
+40% +$408K 0.65% 53
2020
Q4 		$1.01M Buy
49,432
+4,719
+11% +$93.7K 0.46% 55
2020
Q3 		$866K Buy
44,713
+11,368
+34% +$220K 0.45% 59
2020
Q2 		$628K Buy
33,345
+23,175
+228% +$422K 0.37% 64
2020
Q1 		$172K Buy
+10,170
New +$197K 0.14% 70

Other funds holding FPEI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

United Capital Management of KS's FPEI Position: Q2 2026 in Review

United Capital Management of KS increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 5.4% in Q2 2026, buying an estimated $55.5K and bringing the position to 56,247 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #65.

United Capital Management of KS first reported a position in FPEI in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.81M in Q1 2022. 129 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • United Capital Management of KS held 56,247 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.09M as of Q2 2026.
  • United Capital Management of KS bought 2,885 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $55.5K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.14% of United Capital Management of KS's portfolio in Q2 2026, its #65 holding.
  • United Capital Management of KS first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2020 and has held it in 26 quarters since.
  • United Capital Management of KS's First Trust Institutional Preferred Securities and Income ETF position peaked at $3.81M in Q1 2022.
  • 129 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.