Cetera Investment Advisers
FPEI icon

Cetera Investment Advisers’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$12.8M Sell
673,855
-58,221
-8% -$1.13M 0.01% 925
2025
Q4 		$14.2M Buy
732,076
+51,807
+8% +$1M 0.02% 836
2025
Q3 		$13.2M Sell
680,269
-23,737
-3% -$455K 0.02% 841
2025
Q2 		$13.4M Sell
704,006
-60,896
-8% -$1.13M 0.02% 678
2025
Q1 		$14.3M Buy
764,902
+103,427
+16% +$1.94M 0.03% 593
2024
Q4 		$12.4M Buy
661,475
+154,054
+30% +$2.9M 0.03% 622
2024
Q3 		$9.68M Buy
507,421
+111,415
+28% +$2.08M 0.02% 707
2024
Q2 		$7.27M Buy
396,006
+32,043
+9% +$584K 0.02% 807
2024
Q1 		$6.63M Buy
363,963
+347,206
+2,072% +$6.25M 0.02% 836
2023
Q4 		$299K Sell
16,757
-1,796
-10% -$30.7K ﹤0.01% 1788
2023
Q3 		$313K Sell
18,553
-15,254
-45% -$260K ﹤0.01% 1696
2023
Q2 		$570K Sell
33,807
-8,897
-21% -$149K ﹤0.01% 1375
2023
Q1 		$715K Buy
42,704
+7,761
+22% +$139K 0.01% 1217
2022
Q4 		$622K Buy
34,943
+24,583
+237% +$431K 0.01% 1254
2022
Q3 		$178K Sell
10,360
-417
-4% -$7.55K ﹤0.01% 1514
2022
Q2 		$191K Sell
10,777
-800
-7% -$14.9K ﹤0.01% 1660
2022
Q1 		$225K Buy
+11,577
New +$229K ﹤0.01% 1643

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 $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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 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
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return