FIC
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Family Investment Center’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Family Investment Center’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
2023
Q3 		– Sell
-26,393
Closed -$445K – 54
2023
Q2 		$445K Buy
26,393
+1,513
+6% +$25.4K 0.28% 31
2023
Q1 		$417K Buy
24,880
+1,252
+5% +$22.5K 0.29% 28
2022
Q4 		$421K Buy
+23,628
New +$415K 0.31% 27

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Family Investment Center's FPEI Position: Q3 2023 in Review

Family Investment Center sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2023, closing a stake of 26,393 shares — an estimated $445K sold.

Family Investment Center first reported a position in FPEI in Q4 2022 and held it in 3 quarters. The position peaked at $445K in Q2 2023. 135 funds tracked by Wall St. Rank hold FPEI as of Q3 2023.

  • Family Investment Center reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q3 2023 after selling out during the quarter.
  • Family Investment Center sold 26,393 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2023, an estimated $445K.
  • Family Investment Center first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and held it in 3 quarters.
  • Family Investment Center's First Trust Institutional Preferred Securities and Income ETF position peaked at $445K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2023.

Based on Family Investment Center's 13F filing for Q3 2023, filed 5 Oct 2023.