Raymond James Financial
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Raymond James Financial’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Raymond James Financial’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$38.1M Buy
2,006,953
+222,032
+12% +$4.22M 0.01% 931
2025
Q1 		$33.4M Sell
1,784,921
-183,366
-9% -$3.43M 0.01% 958
2024
Q4 		$36.8M Buy
+1,968,287
New +$36.8M 0.01% 906