PFA
FPEI icon

Plotkin Financial Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Plotkin Financial Advisors’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
2026
Q1 		$916K Buy
48,236
+3,635
+8% +$70.4K 0.46% 40
2025
Q4 		$865K Buy
44,601
+7,226
+19% +$140K 0.42% 44
2025
Q3 		$723K Buy
37,375
+8,242
+28% +$158K 0.36% 45
2025
Q2 		$553K Sell
29,133
-1,200
-4% -$22.3K 0.31% 53
2025
Q1 		$567K Buy
30,333
+10,144
+50% +$190K 0.35% 44
2024
Q4 		$378K Sell
20,189
-659
-3% -$12.4K 0.22% 67
2024
Q3 		$398K Sell
20,848
-5,825
-22% -$109K 0.24% 63
2024
Q2 		$490K Buy
26,673
+2,100
+9% +$38.2K 0.32% 47
2024
Q1 		$448K Buy
24,573
+5,739
+30% +$103K 0.3% 53
2023
Q4 		$336K Buy
+18,834
New +$322K 0.26% 58

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return