American Portfolios Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

American Portfolios 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
2022 Q3	$12K	Hold	700	–	–	﹤0.01%	2447
2022 Q2	$12.4K	Hold	700	–	–	﹤0.01%	2465
2022 Q1	$13.6K	Hold	700	–	–	﹤0.01%	2557
2021 Q4	$14.3K	Hold	700	–	–	﹤0.01%	2480
2021 Q3	$14.5K	Buy	+700	New	+$14.5K	﹤0.01%	2423

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

American Portfolios Advisors's FPEI Position: Q3 2022 in Review

American Portfolios Advisors held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q3 2022 at 700 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

American Portfolios Advisors first reported a position in FPEI in Q3 2021 and has held it in 5 quarters since. The position peaked at $14.5K in Q3 2021. 110 funds tracked by Wall St. Rank hold FPEI as of Q3 2022.

American Portfolios Advisors held 700 shares of First Trust Institutional Preferred Securities and Income ETF worth $12K as of Q3 2022.
American Portfolios Advisors left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q3 2022.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2447 holding.
American Portfolios Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2021 and has held it in 5 quarters since.
American Portfolios Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $14.5K in Q3 2021.
110 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.