Hickory Asset Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
CPSAC
MFG
Hickory Asset Management's FPEI Position: Q2 2025 in Review
Hickory Asset Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 1.4% in Q2 2025, buying an estimated $12.6K and bringing the position to 49,664 shares worth $943K. The position accounts for 0.78% of the portfolio, ranked #33.
Hickory Asset Management first reported a position in FPEI in Q4 2024 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold FPEI as of Q2 2025.
- Hickory Asset Management held 49,664 shares of First Trust Institutional Preferred Securities and Income ETF worth $943K as of Q2 2025.
- Hickory Asset Management bought 680 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2025, an estimated $12.6K.
- First Trust Institutional Preferred Securities and Income ETF made up 0.78% of Hickory Asset Management's portfolio in Q2 2025, its #33 holding.
- Hickory Asset Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 3 quarters since.
- 181 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2025.
Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.