IAG Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

IAG Wealth Partners’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
2023 Q2	–	Sell	-2,650	Closed	-$42.3K	–	463
2023 Q1	$42.3K	Buy	+2,650	New	+$45.7K	0.01%	154

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jane Street New York $777B AUM 61.18% 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

IAG Wealth Partners's FPE Position: Q2 2023 in Review

IAG Wealth Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2023, closing a stake of 2,650 shares — an estimated $42.3K sold.

IAG Wealth Partners first reported a position in FPE in Q1 2023 and held it in 1 quarter. The position peaked at $42.3K in Q1 2023. 397 funds tracked by Wall St. Rank hold FPE as of Q2 2023.

IAG Wealth Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2023 after selling out during the quarter.
IAG Wealth Partners sold 2,650 First Trust Preferred Securities and Income ETF shares in Q2 2023, an estimated $42.3K.
IAG Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2023 and held it in 1 quarter.
IAG Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $42.3K in Q1 2023.
397 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.