Hudock Inc’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Hudock Inc’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 Q4	–	Sell	-4,000	Closed	-$66K	–	342
2022 Q3	$66K	Hold	4,000	–	–	0.02%	261
2022 Q2	$68K	Hold	4,000	–	–	0.02%	260
2022 Q1	$76K	Hold	4,000	–	–	0.02%	266
2021 Q4	$81K	Hold	4,000	–	–	0.02%	266
2021 Q3	$82K	Hold	4,000	–	–	0.02%	259
2021 Q2	$82K	Hold	4,000	–	–	0.02%	267
2021 Q1	$80K	Hold	4,000	–	–	0.03%	261
2020 Q4	$80K	Hold	4,000	–	–	0.03%	249
2020 Q3	$76K	Hold	4,000	–	–	0.03%	218
2020 Q2	$73K	Sell	4,000 -4,000	-50%	-$72.2K	0.03%	217
2020 Q1	$131K	Sell	8,000 -1,958	-20%	-$37.6K	0.05%	127
2019 Q4	$200K	Hold	9,958	–	–	0.07%	112
2019 Q3	$196K	Buy	+9,958	New	+$195K	0.07%	107

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJFSA

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

PNC

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

Hudock Inc's FPE Position: Q4 2022 in Review

Hudock Inc sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2022, closing a stake of 4,000 shares — an estimated $66K sold.

Hudock Inc first reported a position in FPE in Q3 2019 and held it in 13 quarters. The position peaked at $200K in Q4 2019. 424 funds tracked by Wall St. Rank hold FPE as of Q4 2022.

Hudock Inc reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 4,000 First Trust Preferred Securities and Income ETF shares in Q4 2022, an estimated $66K.
Hudock Inc first reported a position in First Trust Preferred Securities and Income ETF in Q3 2019 and held it in 13 quarters.
Hudock Inc's First Trust Preferred Securities and Income ETF position peaked at $200K in Q4 2019.
424 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.