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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $254M AUM 33.86% 1-Year Est. Return

WAM

WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ShoreHaven Wealth Partners's FPEI Position: Q2 2022 in Review

ShoreHaven Wealth Partners sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2022, closing a stake of 133,116 shares — an estimated $2.58M sold.

ShoreHaven Wealth Partners first reported a position in FPEI in Q4 2020 and held it in 6 quarters. The position peaked at $2.58M in Q1 2022. 101 funds tracked by Wall St. Rank hold FPEI as of Q2 2022.

ShoreHaven Wealth Partners reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2022 after selling out during the quarter.
ShoreHaven Wealth Partners sold 133,116 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2022, an estimated $2.58M.
ShoreHaven Wealth Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2020 and held it in 6 quarters.
ShoreHaven Wealth Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.58M in Q1 2022.
101 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2022, filed 1 Aug 2022.