B. Riley Wealth Management’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

B. Riley Wealth Management’s Portfolio FPFD Stock Details FPFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-30,521	Closed	-$772K	–	665
2021 Q3	$772K	Buy	+30,521	New	+$773K	0.06%	261

Other funds holding FPFD

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

CWC

Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

B. Riley Wealth Management's FPFD Position: Q4 2021 in Review

B. Riley Wealth Management sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q4 2021, closing a stake of 30,521 shares — an estimated $772K sold.

B. Riley Wealth Management first reported a position in FPFD in Q3 2021 and held it in 1 quarter. The position peaked at $772K in Q3 2021. 8 funds tracked by Wall St. Rank hold FPFD as of Q4 2021.

B. Riley Wealth Management reported no remaining Fidelity Preferred Securities & Income ETF position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Management sold 30,521 Fidelity Preferred Securities & Income ETF shares in Q4 2021, an estimated $772K.
B. Riley Wealth Management first reported a position in Fidelity Preferred Securities & Income ETF in Q3 2021 and held it in 1 quarter.
B. Riley Wealth Management's Fidelity Preferred Securities & Income ETF position peaked at $772K in Q3 2021.
8 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.