Darwin Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Darwin Wealth Management’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	-13,007	Closed	-$224K	–	165
2022 Q3	$224K	Hold	13,007	–	–	0.06%	145
2022 Q2	$239K	Buy	13,007 +2,323	+22%	+$43.3K	0.05%	149
2022 Q1	$207K	Buy	+10,684	New	+$211K	0.03%	160

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

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

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

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

Darwin Wealth Management's FPEI Position: Q4 2022 in Review

Darwin Wealth Management sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2022, closing a stake of 13,007 shares — an estimated $224K sold.

Darwin Wealth Management first reported a position in FPEI in Q1 2022 and held it in 3 quarters. The position peaked at $239K in Q2 2022. 137 funds tracked by Wall St. Rank hold FPEI as of Q4 2022.

Darwin Wealth Management reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q4 2022 after selling out during the quarter.
Darwin Wealth Management sold 13,007 First Trust Institutional Preferred Securities and Income ETF shares in Q4 2022, an estimated $224K.
Darwin Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2022 and held it in 3 quarters.
Darwin Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $239K 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 Darwin Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.