Guidance Point Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Guidance Point 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	-511	Closed	-$10K	–	198
2021 Q3	$10K	Buy	+511	New	+$10.6K	﹤0.01%	251

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

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

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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Guidance Point Advisors's FPE Position: Q4 2021 in Review

Guidance Point Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2021, closing a stake of 511 shares — an estimated $10K sold.

Guidance Point Advisors first reported a position in FPE in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 408 funds tracked by Wall St. Rank hold FPE as of Q4 2021.

Guidance Point Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 511 First Trust Preferred Securities and Income ETF shares in Q4 2021, an estimated $10K.
Guidance Point Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's First Trust Preferred Securities and Income ETF position peaked at $10K in Q3 2021.
408 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.