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

Strategic 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
2022
Q1 		– Sell
-20,250
Closed -$413K – 201
2021
Q4 		$413K Hold
20,250
– – 0.06% 157
2021
Q3 		$418K Buy
+20,250
New +$420K 0.09% 144

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

Strategic Advisors's FPEI Position: Q1 2022 in Review

Strategic Advisors sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2022, closing a stake of 20,250 shares — an estimated $413K sold.

Strategic Advisors first reported a position in FPEI in Q3 2021 and held it in 2 quarters. The position peaked at $418K in Q3 2021. 102 funds tracked by Wall St. Rank hold FPEI as of Q1 2022.

  • Strategic Advisors reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2022 after selling out during the quarter.
  • Strategic Advisors sold 20,250 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2022, an estimated $413K.
  • Strategic Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2021 and held it in 2 quarters.
  • Strategic Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $418K in Q3 2021.
  • 102 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2022.

Based on Strategic Advisors's 13F filing for Q1 2022, filed 10 May 2022.