Tucker Asset Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Tucker Asset 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
2024 Q2	–	Sell	-73	Closed	-$1.33K	–	1718
2024 Q1	$1.33K	Buy	+73	New	+$1.31K	﹤0.01%	1386

Other funds holding FPEI

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

GCIM

Gunn & Company Investment Management Jacksonville, Florida $145M AUM 28.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CBB

Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Tucker Asset Management's FPEI Position: Q2 2024 in Review

Tucker Asset Management sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2024, closing a stake of 73 shares — an estimated $1.33K sold.

Tucker Asset Management first reported a position in FPEI in Q1 2024 and held it in 1 quarter. The position peaked at $1.33K in Q1 2024. 168 funds tracked by Wall St. Rank hold FPEI as of Q2 2024.

Tucker Asset Management reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2024 after selling out during the quarter.
Tucker Asset Management sold 73 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2024, an estimated $1.33K.
Tucker Asset Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2024 and held it in 1 quarter.
Tucker Asset Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.33K in Q1 2024.
168 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.