Regions Financial Corp’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Regions Financial Corp’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
2020 Q4	–	Sell	-11,790	Closed	-$228K	–	844
2020 Q3	$228K	Hold	11,790	–	–	﹤0.01%	709
2020 Q2	$222K	Buy	11,790 +1,290	+12%	+$23.5K	﹤0.01%	717
2020 Q1	$178K	Buy	+10,500	New	+$203K	﹤0.01%	727

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

QP Wealth Management Eatontown, New Jersey $58.4M AUM

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return