Valmark Advisers’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
MF
Valmark Advisers's FPEI Position: Q2 2026 in Review
Valmark Advisers increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 13% in Q2 2026, buying an estimated $25.2K and bringing the position to 11,393 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #698.
Valmark Advisers first reported a position in FPEI in Q1 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Valmark Advisers held 11,393 shares of First Trust Institutional Preferred Securities and Income ETF worth $220K as of Q2 2026.
- Valmark Advisers bought 1,308 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $25.2K.
- First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #698 holding.
- Valmark Advisers first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2026 and has held it in 2 quarters since.
- 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.