PFG
FPEI icon

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

Peterson 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
2024
Q3 		$1.34K Buy
+70
New +$1.31K 0.01% 380

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Peterson Financial Group's FPEI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2024: 70 shares worth $1.34K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings.

165 funds tracked by Wall St. Rank hold FPEI as of Q3 2024.

  • Peterson Financial Group held 70 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.34K as of Q3 2024.
  • First Trust Institutional Preferred Securities and Income ETF was a new Peterson Financial Group position in Q3 2024.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #380 holding.
  • 165 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.