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Stonebridge Capital Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Stonebridge Capital Advisors’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
2023
Q1 		– Sell
-2,000
Closed -$35.6K – 958
2022
Q4 		$35.6K Buy
+2,000
New +$35.1K ﹤0.01% 399

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Stonebridge Capital Advisors's FPEI Position: Q1 2023 in Review

Stonebridge Capital Advisors sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2023, closing a stake of 2,000 shares — an estimated $35.6K sold.

Stonebridge Capital Advisors first reported a position in FPEI in Q4 2022 and held it in 1 quarter. The position peaked at $35.6K in Q4 2022. 144 funds tracked by Wall St. Rank hold FPEI as of Q1 2023.

  • Stonebridge Capital Advisors reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 2,000 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2023, an estimated $35.6K.
  • Stonebridge Capital Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and held it in 1 quarter.
  • Stonebridge Capital Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $35.6K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.