First Horizon Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

First Horizon Advisors’s Portfolio PFXF Stock Details PFXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,515	Closed	-$27K	–	2405
2022 Q2	$27K	Buy	+1,515	New	+$28.8K	﹤0.01%	1178
2022 Q1	–	Sell	-1,468	Closed	-$32K	–	2149
2021 Q4	$32K	Buy	1,468 +16	+1%	+$344	﹤0.01%	1110
2021 Q3	$30K	Buy	1,452 +18	+1%	+$386	﹤0.01%	1122
2021 Q2	$30K	Buy	1,434 +13	+0.9%	+$274	﹤0.01%	971
2021 Q1	$29K	Buy	+1,421	New	+$29.1K	﹤0.01%	946

Other funds holding PFXF

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

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

MWM

MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

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

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

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

RJFSA

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

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

First Horizon Advisors's PFXF Position: Q3 2022 in Review

First Horizon Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2022, closing a stake of 1,515 shares — an estimated $27K sold.

First Horizon Advisors first reported a position in PFXF in Q1 2021 and held it in 5 quarters. The position peaked at $32K in Q4 2021. 129 funds tracked by Wall St. Rank hold PFXF as of Q3 2022.

First Horizon Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2022 after selling out during the quarter.
First Horizon Advisors sold 1,515 VanEck Preferred Securities ex Financials ETF shares in Q3 2022, an estimated $27K.
First Horizon Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2021 and held it in 5 quarters.
First Horizon Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $32K in Q4 2021.
129 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2022.

Based on First Horizon Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.