Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
KCFA
Key Client Fiduciary Advisors’s
First Trust Institutional Preferred Securities and Income ETF
FPEI
Stock Holding History
Key Client Fiduciary Advisors’s Portfolio
FPEI Stock Details
FPEI Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
2024
Q1
$399K
Buy
2023
Q4
$391K
Buy
2023
Q3
$370K
Buy
2023
Q2
$369K
Buy
2023
Q1
$366K
Sell
2022
Q4
$451K
Sell
2022
Q3
$552K
Buy
2022
Q2
$564K
Sell
2022
Q1
$1.78M
Buy
2021
Q4
$1.84M
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close