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Crown Wealth Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Crown Wealth Group’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
2022
Q2 		– Sell
-28,756
Closed -$558K – 83
2022
Q1 		$558K Sell
28,756
-2,469
-8% -$48.8K 0.39% 44
2021
Q4 		$637K Buy
+31,225
New +$640K 0.59% 36

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crown Wealth Group's FPEI Position: Q2 2022 in Review

Crown Wealth Group sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2022, closing a stake of 28,756 shares — an estimated $558K sold.

Crown Wealth Group first reported a position in FPEI in Q4 2021 and held it in 2 quarters. The position peaked at $637K in Q4 2021. 101 funds tracked by Wall St. Rank hold FPEI as of Q2 2022.

  • Crown Wealth Group reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 28,756 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2022, an estimated $558K.
  • Crown Wealth Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2021 and held it in 2 quarters.
  • Crown Wealth Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $637K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.