CWA
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Clarus Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Clarus Wealth Advisors’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
-29,638
Closed -$549K – 103
2024
Q4 		$549K Sell
29,638
-306
-1% -$5.77K 0.27% 74
2024
Q3 		$566K Sell
29,944
-192
-0.6% -$3.58K 0.29% 76
2024
Q2 		$556K Buy
30,136
+971
+3% +$17.7K 0.3% 73
2024
Q1 		$528K Sell
29,165
-732
-2% -$13.2K 0.3% 78
2023
Q4 		$534K Buy
+29,897
New +$510K 0.32% 72
2023
Q2 		$508K Sell
30,182
-3,190
-10% -$53.5K 0.31% 72
2023
Q1 		$557K Buy
+33,372
New +$600K 0.35% 59

Other funds holding FPEI

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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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return