Householder Group Estate & Retirement Specialist’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$273K	Buy	15,470 +285	+2%	+$5.12K	0.2%	82
2024 Q3	$274K	Buy	15,185 +395	+3%	+$7K	0.08%	203
2024 Q2	$256K	Buy	14,790 +848	+6%	+$14.6K	0.07%	212
2024 Q1	$241K	Buy	13,942 +13,870	+19,264%	+$237K	0.07%	220
2023 Q4	$1K	Buy	72 +1	+1%	+$16	﹤0.01%	1060
2023 Q3	$1.15K	Buy	+71	New	+$1.14K	﹤0.01%	1128
2022 Q4	–	Sell	-718	Closed	-$11K	–	580
2022 Q3	$11K	Buy	+718	New	+$12.7K	﹤0.01%	704

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FPE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.9% in Q4 2024, buying an estimated $5.12K and bringing the position to 15,470 shares worth $273K. The position accounts for 0.2% of the portfolio, ranked #82.

Householder Group Estate & Retirement Specialist first reported a position in FPE in Q3 2022 and has held it in 7 quarters since. The position peaked at $274K in Q3 2024. 445 funds tracked by Wall St. Rank hold FPE as of Q4 2024.

Householder Group Estate & Retirement Specialist held 15,470 shares of First Trust Preferred Securities and Income ETF worth $273K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 285 First Trust Preferred Securities and Income ETF shares in Q4 2024, an estimated $5.12K.
First Trust Preferred Securities and Income ETF made up 0.2% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #82 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Preferred Securities and Income ETF in Q3 2022 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Preferred Securities and Income ETF position peaked at $274K in Q3 2024.
445 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.