FHA
FPEI icon

First Horizon Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

First Horizon Advisors’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
2024
Q3 		– Sell
-657
Closed -$12.1K – 2343
2024
Q2 		$12.1K Buy
+657
New +$12K ﹤0.01% 1458
2023
Q2 		– Sell
-2,715
Closed -$45.5K – 2471
2023
Q1 		$45.5K Hold
2,715
– – ﹤0.01% 912
2022
Q4 		$48.4K Hold
2,715
– – ﹤0.01% 870
2022
Q3 		$46K Hold
2,715
– – ﹤0.01% 870
2022
Q2 		$48K Buy
+2,715
New +$50.6K ﹤0.01% 947
2022
Q1 		– Sell
-3,620
Closed -$73K – 1907
2021
Q4 		$73K Hold
3,620
– – ﹤0.01% 787
2021
Q3 		$74K Buy
+3,620
New +$75.1K ﹤0.01% 769

Other funds holding FPEI

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
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CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return