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Castleview Partners’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Castleview Partners’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
Q1 		– Sell
-13,054
Closed -$245K – 313
2024
Q4 		$245K Buy
+13,054
New +$246K 0.13% 165

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Castleview Partners's FPEI Position: Q1 2025 in Review

Castleview Partners sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2025, closing a stake of 13,054 shares — an estimated $245K sold.

Castleview Partners first reported a position in FPEI in Q4 2024 and held it in 1 quarter. The position peaked at $245K in Q4 2024. 181 funds tracked by Wall St. Rank hold FPEI as of Q1 2025.

  • Castleview Partners reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 13,054 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2025, an estimated $245K.
  • Castleview Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and held it in 1 quarter.
  • Castleview Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $245K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.