TWM
FPEI icon

Tradition Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Tradition Wealth Management’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
Q3 		– Sell
-46,661
Closed -$786K – 1377
2023
Q2 		$786K Sell
46,661
-2,541
-5% -$42.6K 0.09% 138
2023
Q1 		$824K Sell
49,202
-1,847
-4% -$33.2K 0.1% 128
2022
Q4 		$909K Sell
51,049
-13,910
-21% -$244K 0.13% 112
2022
Q3 		$1.11M Buy
64,959
+13,070
+25% +$237K 0.17% 99
2022
Q2 		$919K Sell
51,889
-6,739
-11% -$126K 0.13% 115
2022
Q1 		$1.14M Buy
58,628
+12,181
+26% +$241K 0.15% 118
2021
Q4 		$948K Buy
46,447
+14,435
+45% +$296K 0.12% 132
2021
Q3 		$661K Buy
32,012
+13,535
+73% +$281K 0.09% 145
2021
Q2 		$382K Buy
18,477
+15,554
+532% +$319K 0.06% 208
2021
Q1 		$59K Buy
+2,923
New +$59.6K 0.01% 399

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return