Coppell Advisory Solutions’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Coppell Advisory Solutions’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
2023 Q4	–	Sell	-534	Closed	-$8.97K	–	1784
2023 Q3	$8.97K	Buy	+534	New	+$8.6K	﹤0.01%	623
2023 Q1	–	Sell	-534	Closed	-$8.97K	–	528
2022 Q4	$8.97K	Buy	+534	New	+$8.96K	﹤0.01%	632

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Coppell Advisory Solutions's FPE Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2023, closing a stake of 534 shares — an estimated $8.97K sold.

Coppell Advisory Solutions first reported a position in FPE in Q4 2022 and held it in 2 quarters. The position peaked at $8.97K in Q3 2023. 405 funds tracked by Wall St. Rank hold FPE as of Q4 2023.

Coppell Advisory Solutions reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2023 after selling out during the quarter.
Coppell Advisory Solutions sold 534 First Trust Preferred Securities and Income ETF shares in Q4 2023, an estimated $8.97K.
Coppell Advisory Solutions first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and held it in 2 quarters.
Coppell Advisory Solutions's First Trust Preferred Securities and Income ETF position peaked at $8.97K in Q3 2023.
405 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.