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ShoreHaven Wealth Partners’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

ShoreHaven Wealth Partners’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
2022
Q2 		– Sell
-133,116
Closed -$2.58M – 76
2022
Q1 		$2.58M Buy
133,116
+10,483
+9% +$207K 1.36% 25
2021
Q4 		$2.5M Sell
122,633
-2,416
-2% -$49.5K 1.24% 23
2021
Q3 		$2.58M Buy
125,049
+18,471
+17% +$383K 1.35% 22
2021
Q2 		$2.2M Buy
106,578
+18,611
+21% +$382K 1.18% 22
2021
Q1 		$1.78M Sell
87,967
-28,991
-25% -$591K 0.97% 26
2020
Q4 		$2.38M Buy
+116,958
New +$2.32M 1.33% 25

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $167M AUM 25.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return