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B. Riley Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

B. Riley Wealth 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
2024
Q4 		$200K Sell
10,671
-29,234
-73% -$551K 0.01% 1046
2024
Q3 		$760K Sell
39,905
-6,040
-13% -$113K 0.02% 582
2024
Q2 		$844K Buy
45,945
+5,191
+13% +$94.5K 0.02% 598
2024
Q1 		$688K Buy
40,754
+2,425
+6% +$43.7K 0.02% 648
2023
Q4 		$683K Sell
38,329
-2,425
-6% -$41.4K 0.02% 668
2023
Q3 		$688K Sell
40,754
-2,190
-5% -$37.4K 0.02% 648
2023
Q2 		$724K Buy
42,944
+10
+0% +$168 0.02% 689
2023
Q1 		$719K Buy
42,934
+9
+0% +$162 0.02% 666
2022
Q4 		$765K Sell
42,925
-47,131
-52% -$827K 0.02% 634
2022
Q3 		$1.54M Buy
+90,056
New +$1.63M 0.05% 369

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return