First Heartland Consultants’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-14,141	Closed	-$252K	–	369
2022 Q4	$252K	Buy	14,141 +15	+0.1%	+$263	0.04%	308
2022 Q3	$242K	Buy	+14,126	New	+$256K	0.02%	299

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

LPL Financial San Diego, California $445B AUM 25.58% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

First Heartland Consultants's FPEI Position: Q1 2023 in Review

First Heartland Consultants sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2023, closing a stake of 14,141 shares — an estimated $252K sold.

First Heartland Consultants first reported a position in FPEI in Q3 2022 and held it in 2 quarters. The position peaked at $252K in Q4 2022. 144 funds tracked by Wall St. Rank hold FPEI as of Q1 2023.

First Heartland Consultants reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2023 after selling out during the quarter.
First Heartland Consultants sold 14,141 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2023, an estimated $252K.
First Heartland Consultants first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2022 and held it in 2 quarters.
First Heartland Consultants's First Trust Institutional Preferred Securities and Income ETF position peaked at $252K in Q4 2022.
144 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.