Zions Bancorporation, National Association’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Zions Bancorporation, National Association’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
2025 Q3	–	Sell	-5,000	Closed	-$95K	–	853
2025 Q2	$95K	Hold	5,000	–	–	0.01%	423
2025 Q1	$93.5K	Buy	+5,000	New	+$93.7K	0.01%	398

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Zions Bancorporation, National Association's FPEI Position: Q3 2025 in Review

Zions Bancorporation, National Association sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2025, closing a stake of 5,000 shares — an estimated $95K sold.

Zions Bancorporation, National Association first reported a position in FPEI in Q1 2025 and held it in 2 quarters. The position peaked at $95K in Q2 2025. 187 funds tracked by Wall St. Rank hold FPEI as of Q3 2025.

Zions Bancorporation, National Association reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
Zions Bancorporation, National Association sold 5,000 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2025, an estimated $95K.
Zions Bancorporation, National Association first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2025 and held it in 2 quarters.
Zions Bancorporation, National Association's First Trust Institutional Preferred Securities and Income ETF position peaked at $95K in Q2 2025.
187 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2025.

Based on Zions Bancorporation, National Association's 13F filing for Q3 2025, filed 7 Nov 2025.