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Brooklyn Investment Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Brooklyn Investment 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
2025
Q3 		– Sell
-1,830
Closed -$34.8K – 1405
2025
Q2 		$34.8K Buy
+1,830
New +$34K ﹤0.01% 1543

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Brooklyn Investment Group's FPEI Position: Q3 2025 in Review

Brooklyn Investment Group sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2025, closing a stake of 1,830 shares — an estimated $34.8K sold.

Brooklyn Investment Group first reported a position in FPEI in Q2 2025 and held it in 1 quarter. The position peaked at $34.8K in Q2 2025. 186 funds tracked by Wall St. Rank hold FPEI as of Q3 2025.

  • Brooklyn Investment Group reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 1,830 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2025, an estimated $34.8K.
  • Brooklyn Investment Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2025 and held it in 1 quarter.
  • Brooklyn Investment Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $34.8K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.