MAM
FPEI icon

Milestone Asset Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Milestone Asset 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
2023
Q1 		– Sell
-261,383
Closed -$4.85M – 77
2022
Q4 		$4.85M Buy
+261,383
New +$4.59M 2.89% 12

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Milestone Asset Management's FPEI Position: Q1 2023 in Review

Milestone Asset Management sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2023, closing a stake of 261,383 shares — an estimated $4.85M sold.

Milestone Asset Management first reported a position in FPEI in Q4 2022 and held it in 1 quarter. The position peaked at $4.85M in Q4 2022. 144 funds tracked by Wall St. Rank hold FPEI as of Q1 2023.

  • Milestone Asset Management reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2023 after selling out during the quarter.
  • Milestone Asset Management sold 261,383 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2023, an estimated $4.85M.
  • Milestone Asset Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and held it in 1 quarter.
  • Milestone Asset Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $4.85M in Q4 2022.
  • 144 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2023.

Based on Milestone Asset Management's 13F filing for Q1 2023, filed 9 May 2023.