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Zions Bancorporation’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Zions Bancorporation’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
Q4 		$93.5K Hold
5,000
– – 0.01% 373
2024
Q3 		$95.3K Hold
5,000
– – 0.01% 379
2024
Q2 		$91.8K Buy
+5,000
New +$91.1K 0.01% 388

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Zions Bancorporation's FPEI Position: Q4 2024 in Review

Zions Bancorporation held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q4 2024 at 5,000 shares worth $93.5K. The position accounts for 0.01% of the portfolio, ranked #373.

Zions Bancorporation first reported a position in FPEI in Q2 2024 and has held it in 3 quarters since. The position peaked at $95.3K in Q3 2024. 185 funds tracked by Wall St. Rank hold FPEI as of Q4 2024.

  • Zions Bancorporation held 5,000 shares of First Trust Institutional Preferred Securities and Income ETF worth $93.5K as of Q4 2024.
  • Zions Bancorporation left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q4 2024.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #373 holding.
  • Zions Bancorporation first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2024 and has held it in 3 quarters since.
  • Zions Bancorporation's First Trust Institutional Preferred Securities and Income ETF position peaked at $95.3K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.