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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

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raleigh Capital Management's FPEI Position: Q2 2025 in Review

Raleigh Capital Management sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2025, closing a stake of 1,526 shares — an estimated $28.5K sold.

Raleigh Capital Management first reported a position in FPEI in Q1 2022 and held it in 13 quarters. The position peaked at $134K in Q2 2024. 181 funds tracked by Wall St. Rank hold FPEI as of Q2 2025.

  • Raleigh Capital Management reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 1,526 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2025, an estimated $28.5K.
  • Raleigh Capital Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2022 and held it in 13 quarters.
  • Raleigh Capital Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $134K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.