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

BKM 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
Q1 		– Sell
-245
Closed -$4.13K – 320
2023
Q4 		$4.13K Buy
+245
New +$3.95K ﹤0.01% 527

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BKM Wealth Management's FPE Position: Q1 2024 in Review

BKM Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2024, closing a stake of 245 shares — an estimated $4.13K sold.

BKM Wealth Management first reported a position in FPE in Q4 2023 and held it in 1 quarter. The position peaked at $4.13K in Q4 2023. 406 funds tracked by Wall St. Rank hold FPE as of Q1 2024.

  • BKM Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 245 First Trust Preferred Securities and Income ETF shares in Q1 2024, an estimated $4.13K.
  • BKM Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $4.13K in Q4 2023.
  • 406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.