Clear Point Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Clear Point Advisors’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	-7,770	Closed	-$141K	–	263
2024 Q3	$141K	Buy	7,770 +109	+1%	+$1.93K	0.11%	124
2024 Q2	$133K	Sell	7,661 -100	-1%	-$1.73K	0.11%	125
2024 Q1	$134K	Buy	7,761 +149	+2%	+$2.55K	0.11%	125
2023 Q4	$128K	Buy	+7,612	New	+$123K	0.11%	127

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $26.4B AUM 21.05% 1-Year Est. Return

Clear Point Advisors's FPE Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2024, closing a stake of 7,770 shares — an estimated $141K sold.

Clear Point Advisors first reported a position in FPE in Q4 2023 and held it in 4 quarters. The position peaked at $141K in Q3 2024. 445 funds tracked by Wall St. Rank hold FPE as of Q4 2024.

Clear Point Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 7,770 First Trust Preferred Securities and Income ETF shares in Q4 2024, an estimated $141K.
Clear Point Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's First Trust Preferred Securities and Income ETF position peaked at $141K in Q3 2024.
445 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.