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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 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
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Regions Financial Corp's FPEI Position: Q4 2020 in Review

Regions Financial Corp sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2020, closing a stake of 11,790 shares — an estimated $228K sold.

Regions Financial Corp first reported a position in FPEI in Q1 2020 and held it in 3 quarters. The position peaked at $228K in Q3 2020. 54 funds tracked by Wall St. Rank hold FPEI as of Q4 2020.

  • Regions Financial Corp reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q4 2020 after selling out during the quarter.
  • Regions Financial Corp sold 11,790 First Trust Institutional Preferred Securities and Income ETF shares in Q4 2020, an estimated $228K.
  • Regions Financial Corp first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2020 and held it in 3 quarters.
  • Regions Financial Corp's First Trust Institutional Preferred Securities and Income ETF position peaked at $228K in Q3 2020.
  • 54 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2020.

Based on Regions Financial Corp's 13F filing for Q4 2020, filed 5 Feb 2021.