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Stephens Consulting’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Stephens Consulting’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
Q1 		– Sell
-1,426
Closed -$29.1K – 616
2021
Q4 		$29.1K Buy
+1,426
New +$29.2K 0.02% 255

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
SWM
Southern Wealth Management Dallas, Texas $258M AUM 8.53% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stephens Consulting's FPEI Position: Q1 2022 in Review

Stephens Consulting sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2022, closing a stake of 1,426 shares — an estimated $29.1K sold.

Stephens Consulting first reported a position in FPEI in Q4 2021 and held it in 1 quarter. The position peaked at $29.1K in Q4 2021. 102 funds tracked by Wall St. Rank hold FPEI as of Q1 2022.

  • Stephens Consulting reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2022 after selling out during the quarter.
  • Stephens Consulting sold 1,426 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2022, an estimated $29.1K.
  • Stephens Consulting first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2021 and held it in 1 quarter.
  • Stephens Consulting's First Trust Institutional Preferred Securities and Income ETF position peaked at $29.1K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2022.

Based on Stephens Consulting's 13F filing for Q1 2022, filed 20 Jan 2023.