Sowell Financial Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-1,000	Closed	-$21K	–	1304
2021 Q1	$21K	Hold	1,000	–	–	﹤0.01%	2047
2020 Q4	$20K	Buy	+1,000	New	+$19.9K	﹤0.01%	1744

Other funds holding FPEI

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

WAM

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

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return

Sowell Financial Services's FPEI Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2021, closing a stake of 1,000 shares — an estimated $21K sold.

Sowell Financial Services first reported a position in FPEI in Q4 2020 and held it in 2 quarters. The position peaked at $21K in Q1 2021. 69 funds tracked by Wall St. Rank hold FPEI as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,000 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2021, an estimated $21K.
Sowell Financial Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2020 and held it in 2 quarters.
Sowell Financial Services's First Trust Institutional Preferred Securities and Income ETF position peaked at $21K in Q1 2021.
69 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.