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Raleigh Capital Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Raleigh Capital 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
2025
Q2 		– Sell
-1,526
Closed -$28.5K – 662
2025
Q1 		$28.5K Buy
1,526
+348
+30% +$6.52K 0.01% 299
2024
Q4 		$22K Sell
1,178
-2,927
-71% -$55.2K 0.01% 437
2024
Q3 		$78.3K Sell
4,105
-3,184
-44% -$59.5K 0.03% 274
2024
Q2 		$134K Buy
7,289
+1
+0% +$18 0.06% 226
2024
Q1 		$133K Buy
7,288
+5,034
+223% +$90.7K 0.06% 225
2023
Q4 		$40.2K Sell
2,254
-547
-20% -$9.34K 0.02% 306
2023
Q3 		$47.3K Sell
2,801
-260
-8% -$4.44K 0.02% 266
2023
Q2 		$51.6K Sell
3,061
-69
-2% -$1.16K 0.03% 241
2023
Q1 		$52.4K Buy
3,130
+261
+9% +$4.69K 0.03% 244
2022
Q4 		$51.1K Sell
2,869
-95
-3% -$1.67K 0.03% 239
2022
Q3 		$51K Sell
2,964
-448
-13% -$8.11K 0.03% 235
2022
Q2 		$60K Sell
3,412
-1,055
-24% -$19.7K 0.03% 239
2022
Q1 		$87K Buy
+4,467
New +$88.3K 0.05% 224

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return