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PRW Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

PRW Wealth 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
2022
Q3 		– Sell
-15,560
Closed -$268K – 100
2022
Q2 		$268K Buy
+15,560
New +$290K 0.16% 75

Other funds holding FPEI

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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
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

PRW Wealth Management's FPEI Position: Q3 2022 in Review

PRW Wealth Management sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2022, closing a stake of 15,560 shares — an estimated $268K sold.

PRW Wealth Management first reported a position in FPEI in Q2 2022 and held it in 1 quarter. The position peaked at $268K in Q2 2022. 110 funds tracked by Wall St. Rank hold FPEI as of Q3 2022.

  • PRW Wealth Management reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q3 2022 after selling out during the quarter.
  • PRW Wealth Management sold 15,560 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2022, an estimated $268K.
  • PRW Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2022 and held it in 1 quarter.
  • PRW Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $268K in Q2 2022.
  • 110 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2022.

Based on PRW Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.