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Impact Partnership Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-535
Closed -$8.54K – 1078
2023
Q2 		$8.54K Buy
+535
New +$8.5K ﹤0.01% 438

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Impact Partnership Wealth's FPE Position: Q3 2023 in Review

Impact Partnership Wealth sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2023, closing a stake of 535 shares — an estimated $8.54K sold.

Impact Partnership Wealth first reported a position in FPE in Q2 2023 and held it in 1 quarter. The position peaked at $8.54K in Q2 2023. 387 funds tracked by Wall St. Rank hold FPE as of Q3 2023.

  • Impact Partnership Wealth reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 535 First Trust Preferred Securities and Income ETF shares in Q3 2023, an estimated $8.54K.
  • Impact Partnership Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's First Trust Preferred Securities and Income ETF position peaked at $8.54K in Q2 2023.
  • 387 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.