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

V Wealth 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 Q2	–	Sell	-10,000	Closed	-$194K	–	428
2022 Q1	$194K	Hold	10,000	–	–	0.03%	426
2021 Q4	$204K	Hold	10,000	–	–	0.03%	433
2021 Q3	$207K	Buy	+10,000	New	+$207K	0.03%	444

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

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

WAM

WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return

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

V Wealth Advisors's FPEI Position: Q2 2022 in Review

V Wealth Advisors sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2022, closing a stake of 10,000 shares — an estimated $194K sold.

V Wealth Advisors first reported a position in FPEI in Q3 2021 and held it in 3 quarters. The position peaked at $207K in Q3 2021. 101 funds tracked by Wall St. Rank hold FPEI as of Q2 2022.

V Wealth Advisors reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 10,000 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2022, an estimated $194K.
V Wealth Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2021 and held it in 3 quarters.
V Wealth Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $207K in Q3 2021.
101 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.