Ahrens Investment Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Ahrens Investment Partners’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$9.56K	Buy	+599	New	+$10.3K	﹤0.01%	643
2022 Q3	–	Sell	-2,320	Closed	-$40K	–	435
2022 Q2	$40K	Hold	2,320	–	–	0.02%	374
2022 Q1	$44K	Hold	2,320	–	–	0.01%	418
2021 Q4	$47K	Buy	+2,320	New	+$47.3K	0.02%	414

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ahrens Investment Partners's FPE Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q1 2023: 599 shares worth $9.56K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in FPE as recently as Q2 2022.

Ahrens Investment Partners first reported a position in FPE in Q4 2021 and has held it in 4 quarters since. The position peaked at $47K in Q4 2021. 397 funds tracked by Wall St. Rank hold FPE as of Q1 2023.

Ahrens Investment Partners held 599 shares of First Trust Preferred Securities and Income ETF worth $9.56K as of Q1 2023.
First Trust Preferred Securities and Income ETF was a new Ahrens Investment Partners position in Q1 2023.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #643 holding.
Ahrens Investment Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's First Trust Preferred Securities and Income ETF position peaked at $47K in Q4 2021.
397 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.