Victory Financial Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Victory Financial Group’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	$3.93M	Buy	203,575 +17,637	+9%	+$339K	0.41%	37
2026 Q1	$3.53M	Buy	185,938 +12,587	+7%	+$244K	0.43%	39
2025 Q4	$3.36M	Buy	173,351 +8,129	+5%	+$158K	0.42%	43
2025 Q3	$3.2M	Buy	165,222 +17,659	+12%	+$338K	0.44%	42
2025 Q2	$2.8M	Buy	147,563 +475	+0.3%	+$8.83K	0.44%	41
2025 Q1	$2.75M	Buy	147,088 +102,169	+227%	+$1.92M	0.53%	36
2024 Q4	$840K	Buy	+44,919	New	+$847K	0.22%	57

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

Victory Financial Group's FPEI Position: Q2 2026 in Review

Victory Financial Group increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 9.5% in Q2 2026, buying an estimated $339K and bringing the position to 203,575 shares worth $3.93M. The position accounts for 0.41% of the portfolio, ranked #37.

Victory Financial Group first reported a position in FPEI in Q4 2024 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Victory Financial Group held 203,575 shares of First Trust Institutional Preferred Securities and Income ETF worth $3.93M as of Q2 2026.
Victory Financial Group bought 17,637 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $339K.
First Trust Institutional Preferred Securities and Income ETF made up 0.41% of Victory Financial Group's portfolio in Q2 2026, its #37 holding.
Victory Financial Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.