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

Insight 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 Q3	–	Sell	-70,805	Closed	-$1.46M	–	320
2021 Q2	$1.46M	Sell	70,805 -9,526	-12%	-$194K	0.46%	54
2021 Q1	$1.63M	Sell	80,331 -6,162	-7%	-$124K	0.52%	46
2020 Q4	$1.75M	Buy	+86,493	New	+$1.71M	0.66%	41

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

PNC

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

Insight Advisors's FPE Position: Q3 2021 in Review

Insight Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2021, closing a stake of 70,805 shares — an estimated $1.46M sold.

Insight Advisors first reported a position in FPE in Q4 2020 and held it in 3 quarters. The position peaked at $1.75M in Q4 2020. 363 funds tracked by Wall St. Rank hold FPE as of Q3 2021.

Insight Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2021 after selling out during the quarter.
Insight Advisors sold 70,805 First Trust Preferred Securities and Income ETF shares in Q3 2021, an estimated $1.46M.
Insight Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and held it in 3 quarters.
Insight Advisors's First Trust Preferred Securities and Income ETF position peaked at $1.75M in Q4 2020.
363 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2021.

Based on Insight Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.