First Command Advisory Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

First Command Advisory 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
2021 Q3	–	Sell	-152	Closed	–	–	108
2021 Q2	$0	Buy	+152	New	+$3.1K	﹤0.01%	42

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PNC

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

First Command Advisory Services's FPE Position: Q3 2021 in Review

First Command Advisory Services sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2021, closing a stake of 152 shares.

First Command Advisory Services first reported a position in FPE in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 363 funds tracked by Wall St. Rank hold FPE as of Q3 2021.

First Command Advisory Services reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2021 after selling out during the quarter.
First Command Advisory Services sold 152 First Trust Preferred Securities and Income ETF shares in Q3 2021.
First Command Advisory Services first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and held it in 1 quarter.
First Command Advisory Services's First Trust Preferred Securities and Income ETF position peaked at $0 in Q2 2021.
363 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2021.

Based on First Command Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.