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Destiny Wealth Partners’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Destiny Wealth Partners’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
-192,305
Closed -$3.3M – 692
2022
Q3 		$3.3M Buy
+192,305
New +$3.48M 0.74% 47

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

Destiny Wealth Partners's FPEI Position: Q4 2022 in Review

Destiny Wealth Partners sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2022, closing a stake of 192,305 shares — an estimated $3.3M sold.

Destiny Wealth Partners first reported a position in FPEI in Q3 2022 and held it in 1 quarter. The position peaked at $3.3M in Q3 2022. 137 funds tracked by Wall St. Rank hold FPEI as of Q4 2022.

  • Destiny Wealth Partners reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q4 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 192,305 First Trust Institutional Preferred Securities and Income ETF shares in Q4 2022, an estimated $3.3M.
  • Destiny Wealth Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2022 and held it in 1 quarter.
  • Destiny Wealth Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $3.3M in Q3 2022.
  • 137 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.