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Kelly Financial Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Kelly Financial Services’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
-724
Closed -$13.3K – 317
2024
Q2 		$13.3K Buy
724
+7
+1% +$127 ﹤0.01% 382
2024
Q1 		$13.1K Buy
+717
New +$12.9K 0.01% 385

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kelly Financial Services's FPEI Position: Q3 2024 in Review

Kelly Financial Services sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2024, closing a stake of 724 shares — an estimated $13.3K sold.

Kelly Financial Services first reported a position in FPEI in Q1 2024 and held it in 2 quarters. The position peaked at $13.3K in Q2 2024. 165 funds tracked by Wall St. Rank hold FPEI as of Q3 2024.

  • Kelly Financial Services reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 724 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2024, an estimated $13.3K.
  • Kelly Financial Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2024 and held it in 2 quarters.
  • Kelly Financial Services's First Trust Institutional Preferred Securities and Income ETF position peaked at $13.3K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.