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Next Financial Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Next Financial Group’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
2021
Q4 		$11K Buy
+546
New +$11.2K ﹤0.01% 2143

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $167M AUM 25.06% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Next Financial Group's FPEI Position: Q4 2021 in Review

Next Financial Group opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2021: 546 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #2143 among its holdings.

96 funds tracked by Wall St. Rank hold FPEI as of Q4 2021.

  • Next Financial Group held 546 shares of First Trust Institutional Preferred Securities and Income ETF worth $11K as of Q4 2021.
  • First Trust Institutional Preferred Securities and Income ETF was a new Next Financial Group position in Q4 2021.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2143 holding.
  • 96 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.