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

Alpha Financial Advisors’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	-14,357	Closed	-$256K	–	47
2022 Q4	$256K	Buy	+14,357	New	+$252K	0.22%	34

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $610M AUM 27.86% 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

Alpha Financial Advisors's FPEI Position: Q1 2023 in Review

Alpha Financial Advisors sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2023, closing a stake of 14,357 shares — an estimated $256K sold.

Alpha Financial Advisors first reported a position in FPEI in Q4 2022 and held it in 1 quarter. The position peaked at $256K in Q4 2022. 143 funds tracked by Wall St. Rank hold FPEI as of Q1 2023.

Alpha Financial Advisors reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2023 after selling out during the quarter.
Alpha Financial Advisors sold 14,357 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2023, an estimated $256K.
Alpha Financial Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and held it in 1 quarter.
Alpha Financial Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $256K in Q4 2022.
143 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2023.

Based on Alpha Financial Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.