MCC
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Money Concepts Capital’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Money Concepts Capital’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
-2,256
Closed -$40.2K – 1371
2022
Q4 		$40.2K Buy
2,256
+2,037
+930% +$35.7K ﹤0.01% 1329
2022
Q3 		$4K Buy
219
+2
+0.9% +$36 ﹤0.01% 1261
2022
Q2 		$4K Sell
217
-6,133
-97% -$114K ﹤0.01% 1208
2022
Q1 		$123K Buy
+6,350
New +$126K 0.01% 918

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $376B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return