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Foster Victor Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Foster Victor Wealth Advisors’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
Q4 		– Sell
-14,716
Closed -$302K – 147
2021
Q3 		$302K Buy
+14,716
New +$304K 0.05% 114

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Royal Bank of Canada
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Victor Wealth Advisors's FPE Position: Q4 2021 in Review

Foster Victor Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2021, closing a stake of 14,716 shares — an estimated $302K sold.

Foster Victor Wealth Advisors first reported a position in FPE in Q3 2021 and held it in 1 quarter. The position peaked at $302K in Q3 2021. 408 funds tracked by Wall St. Rank hold FPE as of Q4 2021.

  • Foster Victor Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2021 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 14,716 First Trust Preferred Securities and Income ETF shares in Q4 2021, an estimated $302K.
  • Foster Victor Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and held it in 1 quarter.
  • Foster Victor Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $302K in Q3 2021.
  • 408 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.