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

Cerity Partners’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$204K Buy
10,720
+153
+1% +$2.91K ﹤0.01% 2350
2025
Q1 		$198K Buy
10,567
+147
+1% +$2.75K ﹤0.01% 2216
2024
Q4 		$195K Buy
+10,420
New +$195K ﹤0.01% 2244