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Altus Wealth Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Altus Wealth 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
2023
Q1 		– Sell
-24,464
Closed -$436K – 137
2022
Q4 		$436K Buy
+24,464
New +$429K 0.33% 77

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
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
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Altus Wealth Group's FPEI Position: Q1 2023 in Review

Altus Wealth Group sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2023, closing a stake of 24,464 shares — an estimated $436K sold.

Altus Wealth Group first reported a position in FPEI in Q4 2022 and held it in 1 quarter. The position peaked at $436K in Q4 2022. 143 funds tracked by Wall St. Rank hold FPEI as of Q1 2023.

  • Altus Wealth Group reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2023 after selling out during the quarter.
  • Altus Wealth Group sold 24,464 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2023, an estimated $436K.
  • Altus Wealth Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and held it in 1 quarter.
  • Altus Wealth Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $436K 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 Altus Wealth Group's 13F filing for Q1 2023, filed 1 May 2023.