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

Insight 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
2021
Q1 		– Sell
-63,995
Closed -$1.3M – 337
2020
Q4 		$1.3M Buy
+63,995
New +$1.27M 0.49% 54

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Insight Advisors's FPEI Position: Q1 2021 in Review

Insight Advisors sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2021, closing a stake of 63,995 shares — an estimated $1.3M sold.

Insight Advisors first reported a position in FPEI in Q4 2020 and held it in 1 quarter. The position peaked at $1.3M in Q4 2020. 66 funds tracked by Wall St. Rank hold FPEI as of Q1 2021.

  • Insight Advisors reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2021 after selling out during the quarter.
  • Insight Advisors sold 63,995 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2021, an estimated $1.3M.
  • Insight Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2020 and held it in 1 quarter.
  • Insight Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.3M in Q4 2020.
  • 66 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2021.

Based on Insight Advisors's 13F filing for Q1 2021, filed 17 May 2021.