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

Advisornet Financial’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
2023 Q1	–	Sell	-2,000	Closed	-$35.6K	–	2429
2022 Q4	$35.6K	Buy	+2,000	New	+$35.1K	﹤0.01%	885
2018 Q4	–	Sell	-39	Closed	-$1K	–	1494
2018 Q3	$1K	Sell	39 -65	-63%	-$1.24K	﹤0.01%	1404
2018 Q2	$2K	Buy	+104	New	+$2.01K	﹤0.01%	1382

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CBB

Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Advisornet Financial's FPEI Position: Q1 2023 in Review

Advisornet Financial sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2023, closing a stake of 2,000 shares — an estimated $35.6K sold.

Advisornet Financial first reported a position in FPEI in Q2 2018 and held it in 3 quarters. The position peaked at $35.6K in Q4 2022. 144 funds tracked by Wall St. Rank hold FPEI as of Q1 2023.

Advisornet Financial reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 2,000 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2023, an estimated $35.6K.
Advisornet Financial first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2018 and held it in 3 quarters.
Advisornet Financial's First Trust Institutional Preferred Securities and Income ETF position peaked at $35.6K in Q4 2022.
144 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.