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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarus Wealth Advisors's FPEI Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2025, closing a stake of 29,638 shares — an estimated $549K sold.

Clarus Wealth Advisors first reported a position in FPEI in Q1 2023 and held it in 7 quarters. The position peaked at $566K in Q3 2024. 181 funds tracked by Wall St. Rank hold FPEI as of Q1 2025.

Clarus Wealth Advisors reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 29,638 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2025, an estimated $549K.
Clarus Wealth Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2023 and held it in 7 quarters.
Clarus Wealth Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $566K in Q3 2024.
181 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.