Dixon Hubard Feinour & Brown’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Dixon Hubard Feinour & Brown’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	$346K	Hold	20,097	–	–	0.04%	226
2022 Q1	$382K	Hold	20,097	–	–	0.04%	239
2021 Q4	$408K	Buy	+20,097	New	+$410K	0.04%	230

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

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

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

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

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dixon Hubard Feinour & Brown's FPE Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2022 at 20,097 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #226.

Dixon Hubard Feinour & Brown first reported a position in FPE in Q4 2021 and has held it in 3 quarters since. The position peaked at $408K in Q4 2021. 406 funds tracked by Wall St. Rank hold FPE as of Q2 2022.

Dixon Hubard Feinour & Brown held 20,097 shares of First Trust Preferred Securities and Income ETF worth $346K as of Q2 2022.
Dixon Hubard Feinour & Brown left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2022.
First Trust Preferred Securities and Income ETF made up 0.04% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #226 holding.
Dixon Hubard Feinour & Brown first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 3 quarters since.
Dixon Hubard Feinour & Brown's First Trust Preferred Securities and Income ETF position peaked at $408K in Q4 2021.
406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.