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Continuum Advisory’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-3,648
Closed -$68.2K – 813
2025
Q1 		$68.2K Buy
+3,648
New +$68.4K 0.01% 595

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Continuum Advisory's FPEI Position: Q2 2025 in Review

Continuum Advisory sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2025, closing a stake of 3,648 shares — an estimated $68.2K sold.

Continuum Advisory first reported a position in FPEI in Q1 2025 and held it in 1 quarter. The position peaked at $68.2K in Q1 2025. 181 funds tracked by Wall St. Rank hold FPEI as of Q2 2025.

  • Continuum Advisory reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 3,648 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2025, an estimated $68.2K.
  • Continuum Advisory first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2025 and held it in 1 quarter.
  • Continuum Advisory's First Trust Institutional Preferred Securities and Income ETF position peaked at $68.2K in Q1 2025.
  • 181 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.