Founders Financial Alliance’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Founders Financial Alliance’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 Q3	–	Sell	-11,228	Closed	-$193K	–	501
2022 Q2	$193K	Buy	+11,228	New	+$203K	0.1%	207
2020 Q4	–	Sell	-3,708	Closed	-$71K	–	737
2020 Q3	$71K	Buy	+3,708	New	+$70.8K	0.04%	320

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

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

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

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

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

Founders Financial Alliance's FPE Position: Q3 2022 in Review

Founders Financial Alliance sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2022, closing a stake of 11,228 shares — an estimated $193K sold.

Founders Financial Alliance first reported a position in FPE in Q3 2020 and held it in 2 quarters. The position peaked at $193K in Q2 2022. 402 funds tracked by Wall St. Rank hold FPE as of Q3 2022.

Founders Financial Alliance reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2022 after selling out during the quarter.
Founders Financial Alliance sold 11,228 First Trust Preferred Securities and Income ETF shares in Q3 2022, an estimated $193K.
Founders Financial Alliance first reported a position in First Trust Preferred Securities and Income ETF in Q3 2020 and held it in 2 quarters.
Founders Financial Alliance's First Trust Preferred Securities and Income ETF position peaked at $193K in Q2 2022.
402 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.