FHA
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First Horizon Advisors’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

First Horizon Advisors’s Portfolio PFFV Stock Details PFFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-525
Closed -$12.4K – 2354
2024
Q1 		$12.4K Buy
525
+57
+12% +$1.34K ﹤0.01% 1513
2023
Q4 		$10.8K Buy
+468
New +$10.6K ﹤0.01% 1558

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Horizon Advisors's PFFV Position: Q2 2024 in Review

First Horizon Advisors sold out of Global X Variable Rate Preferred ETF (PFFV) in Q2 2024, closing a stake of 525 shares — an estimated $12.4K sold.

First Horizon Advisors first reported a position in PFFV in Q4 2023 and held it in 2 quarters. The position peaked at $12.4K in Q1 2024. 64 funds tracked by Wall St. Rank hold PFFV as of Q2 2024.

  • First Horizon Advisors reported no remaining Global X Variable Rate Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • First Horizon Advisors sold 525 Global X Variable Rate Preferred ETF shares in Q2 2024, an estimated $12.4K.
  • First Horizon Advisors first reported a position in Global X Variable Rate Preferred ETF in Q4 2023 and held it in 2 quarters.
  • First Horizon Advisors's Global X Variable Rate Preferred ETF position peaked at $12.4K in Q1 2024.
  • 64 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2024.

Based on First Horizon Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.