Clear Point Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Clear Point 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
2024 Q4	–	Sell	-6	Closed	-$117	–	264
2024 Q3	$117	Hold	6	–	–	﹤0.01%	542
2024 Q2	$111	Hold	6	–	–	﹤0.01%	541
2024 Q1	$109	Hold	6	–	–	﹤0.01%	543
2023 Q4	$105	Buy	+6	New	+$102	﹤0.01%	529

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 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

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

Clear Point Advisors's FPEI Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2024, closing a stake of 6 shares — an estimated $117 sold.

Clear Point Advisors first reported a position in FPEI in Q4 2023 and held it in 4 quarters. The position peaked at $117 in Q3 2024. 186 funds tracked by Wall St. Rank hold FPEI as of Q4 2024.

Clear Point Advisors reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 6 First Trust Institutional Preferred Securities and Income ETF shares in Q4 2024, an estimated $117.
Clear Point Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $117 in Q3 2024.
186 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.