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Crumly & Associates’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Crumly & Associates’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
Q4 		– Sell
-99,916
Closed -$1.71M – 106
2022
Q3 		$1.71M Buy
99,916
+1,858
+2% +$33.6K 0.71% 28
2022
Q2 		$1.74M Buy
98,058
+15,744
+19% +$293K 0.72% 28
2022
Q1 		$1.6M Buy
+82,314
New +$1.63M 0.6% 31

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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Crumly & Associates's FPEI Position: Q4 2022 in Review

Crumly & Associates sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2022, closing a stake of 99,916 shares — an estimated $1.71M sold.

Crumly & Associates first reported a position in FPEI in Q1 2022 and held it in 3 quarters. The position peaked at $1.74M in Q2 2022. 137 funds tracked by Wall St. Rank hold FPEI as of Q4 2022.

  • Crumly & Associates reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q4 2022 after selling out during the quarter.
  • Crumly & Associates sold 99,916 First Trust Institutional Preferred Securities and Income ETF shares in Q4 2022, an estimated $1.71M.
  • Crumly & Associates first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2022 and held it in 3 quarters.
  • Crumly & Associates's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.74M in Q2 2022.
  • 137 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2022.

Based on Crumly & Associates's 13F filing for Q4 2022, filed 3 Mar 2023.