Dynamic Advisor Solutions’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Dynamic Advisor Solutions’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 Q3	–	Sell	-10,050	Closed	-$178K	–	711
2022 Q2	$178K	Hold	10,050	–	–	0.01%	657
2022 Q1	$195K	Buy	+10,050	New	+$199K	0.01%	685

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

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

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Dynamic Advisor Solutions's FPEI Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2022, closing a stake of 10,050 shares — an estimated $178K sold.

Dynamic Advisor Solutions first reported a position in FPEI in Q1 2022 and held it in 2 quarters. The position peaked at $195K in Q1 2022. 110 funds tracked by Wall St. Rank hold FPEI as of Q3 2022.

Dynamic Advisor Solutions reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q3 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 10,050 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2022, an estimated $178K.
Dynamic Advisor Solutions first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2022 and held it in 2 quarters.
Dynamic Advisor Solutions's First Trust Institutional Preferred Securities and Income ETF position peaked at $195K in Q1 2022.
110 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.