CSIA
FPE icon

Carl Stuart Investment Advisor’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Carl Stuart Investment Advisor’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
2022
Q2 		– Sell
-2,557
Closed -$486K – 49
2022
Q1 		$486K Buy
+2,557
New +$49.8K 0.04% 69

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carl Stuart Investment Advisor's FPE Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2022, closing a stake of 2,557 shares — an estimated $486K sold.

Carl Stuart Investment Advisor first reported a position in FPE in Q1 2022 and held it in 1 quarter. The position peaked at $486K in Q1 2022. 406 funds tracked by Wall St. Rank hold FPE as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 2,557 First Trust Preferred Securities and Income ETF shares in Q2 2022, an estimated $486K.
  • Carl Stuart Investment Advisor first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's First Trust Preferred Securities and Income ETF position peaked at $486K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.