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Beaird Harris Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Beaird Harris Wealth Management’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
2024
Q4 		– Sell
-560
Closed -$10.1K – 509
2024
Q3 		$10.1K Sell
560
-207
-27% -$3.67K ﹤0.01% 335
2024
Q2 		$13.3K Buy
767
+207
+37% +$3.57K ﹤0.01% 344
2024
Q1 		$9.7K Sell
560
-206
-27% -$3.52K ﹤0.01% 332
2023
Q4 		$12.9K Buy
+766
New +$12.4K ﹤0.01% 313

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Beaird Harris Wealth Management's FPE Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2024, closing a stake of 560 shares — an estimated $10.1K sold.

Beaird Harris Wealth Management first reported a position in FPE in Q4 2023 and held it in 4 quarters. The position peaked at $13.3K in Q2 2024. 446 funds tracked by Wall St. Rank hold FPE as of Q4 2024.

  • Beaird Harris Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 560 First Trust Preferred Securities and Income ETF shares in Q4 2024, an estimated $10.1K.
  • Beaird Harris Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and held it in 4 quarters.
  • Beaird Harris Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $13.3K in Q2 2024.
  • 446 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.