KFS
FPE icon

Kelly Financial Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Kelly Financial Services’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
-1
Closed -$14 – 694
2022
Q3 		$14 Buy
+1
New +$18 ﹤0.01% 696
2022
Q2 		– Sell
-1,487
Closed -$28.3K – 697
2022
Q1 		$28.3K Sell
1,487
-5
-0.3% -$97 0.01% 243
2021
Q4 		$30.3K Sell
1,492
-2
-0.1% -$41 0.01% 228
2021
Q3 		$30.7K Sell
1,494
-19,229
-93% -$397K 0.02% 216
2021
Q2 		$1.01M Buy
20,723
+20,023
+2,860% +$409K 0.04% 121
2021
Q1 		$14.1K Buy
700
+1
+0.1% +$20 0.01% 256
2020
Q4 		$14.1K Buy
+699
New +$13.8K 0.01% 230

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AWA
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UBS Group
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LPL Financial
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Wells Fargo
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Jane Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
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