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Custom Index Systems’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Custom Index Systems’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
-41,889
Closed -$758K – 258
2024
Q3 		$758K Buy
+41,889
New +$743K 0.41% 72

Other funds holding FPE

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
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

Custom Index Systems's FPE Position: Q4 2024 in Review

Custom Index Systems sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2024, closing a stake of 41,889 shares — an estimated $758K sold.

Custom Index Systems first reported a position in FPE in Q3 2024 and held it in 1 quarter. The position peaked at $758K in Q3 2024. 445 funds tracked by Wall St. Rank hold FPE as of Q4 2024.

  • Custom Index Systems reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Custom Index Systems sold 41,889 First Trust Preferred Securities and Income ETF shares in Q4 2024, an estimated $758K.
  • Custom Index Systems first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and held it in 1 quarter.
  • Custom Index Systems's First Trust Preferred Securities and Income ETF position peaked at $758K in Q3 2024.
  • 445 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2024.

Based on Custom Index Systems's 13F filing for Q4 2024, filed 23 Jan 2025.