Kestra Investment Management
FPEI icon

Kestra Investment Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-344
Closed -$6.43K – 1085
2024
Q4 		$6.43K Buy
+344
New +$6.48K ﹤0.01% 878

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Royal Bank of Canada
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Envestnet Asset Management
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NewEdge Advisors
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CPSAC
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Raymond James Financial
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Investment Management's FPEI Position: Q1 2025 in Review

Kestra Investment Management sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2025, closing a stake of 344 shares — an estimated $6.43K sold.

Kestra Investment Management first reported a position in FPEI in Q4 2024 and held it in 1 quarter. The position peaked at $6.43K in Q4 2024. 181 funds tracked by Wall St. Rank hold FPEI as of Q1 2025.

  • Kestra Investment Management reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 344 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2025, an estimated $6.43K.
  • Kestra Investment Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $6.43K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.