CRA Financial Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

CRA Financial Services’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 Q4	–	Sell	-29,028	Closed	-$485K	–	210
2022 Q3	$485K	Hold	29,028	–	–	0.17%	106
2022 Q2	$500K	Sell	29,028 -1,000	-3%	-$18.1K	0.17%	105
2022 Q1	$571K	Sell	30,028 -400	-1%	-$7.79K	0.17%	97
2021 Q4	$618K	Sell	30,428 -2,000	-6%	-$40.8K	0.18%	99
2021 Q3	$666K	Buy	32,428 +3,268	+11%	+$67.5K	0.23%	87
2021 Q2	$601K	Sell	29,160 -7,500	-20%	-$153K	0.21%	92
2021 Q1	$739K	Hold	36,660	–	–	0.29%	74
2020 Q4	$740K	Hold	36,660	–	–	0.31%	65
2020 Q3	$703K	Hold	36,660	–	–	0.34%	65
2020 Q2	$675K	Hold	36,660	–	–	0.36%	61
2020 Q1	$601K	Buy	+36,660	New	+$703K	0.38%	60

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CRA Financial Services's FPE Position: Q4 2022 in Review

CRA Financial Services sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2022, closing a stake of 29,028 shares — an estimated $485K sold.

CRA Financial Services first reported a position in FPE in Q1 2020 and held it in 11 quarters. The position peaked at $740K in Q4 2020. 424 funds tracked by Wall St. Rank hold FPE as of Q4 2022.

CRA Financial Services reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2022 after selling out during the quarter.
CRA Financial Services sold 29,028 First Trust Preferred Securities and Income ETF shares in Q4 2022, an estimated $485K.
CRA Financial Services first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and held it in 11 quarters.
CRA Financial Services's First Trust Preferred Securities and Income ETF position peaked at $740K in Q4 2020.
424 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2022.

Based on CRA Financial Services's 13F filing for Q4 2022, filed 24 Jan 2023.