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Householder Group Estate & Retirement Specialist’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-2,223
Closed -$42K – 772
2024
Q3 		$42K Hold
2,223
– – 0.01% 511
2024
Q2 		$40K Buy
+2,223
New +$40.5K 0.01% 519

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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 $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FPEI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2024, closing a stake of 2,223 shares — an estimated $42K sold.

Householder Group Estate & Retirement Specialist first reported a position in FPEI in Q2 2024 and held it in 2 quarters. The position peaked at $42K in Q3 2024. 185 funds tracked by Wall St. Rank hold FPEI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,223 First Trust Institutional Preferred Securities and Income ETF shares in Q4 2024, an estimated $42K.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's First Trust Institutional Preferred Securities and Income ETF position peaked at $42K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.