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

Bickling Financial Services’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
Q4 		$183K Buy
+10,272
New +$180K 0.11% 117

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Bickling Financial Services's FPEI Position: Q4 2022 in Review

Bickling Financial Services opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2022: 10,272 shares worth $183K. The stake represents 0.11% of the portfolio and ranks #117 among its holdings.

137 funds tracked by Wall St. Rank hold FPEI as of Q4 2022.

  • Bickling Financial Services held 10,272 shares of First Trust Institutional Preferred Securities and Income ETF worth $183K as of Q4 2022.
  • First Trust Institutional Preferred Securities and Income ETF was a new Bickling Financial Services position in Q4 2022.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.11% of Bickling Financial Services's portfolio in Q4 2022, its #117 holding.
  • 137 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.