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

Key Financial 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
2024 Q4	–	Sell	-127	Closed	-$2.3K	–	1391
2024 Q3	$2.3K	Hold	127	–	–	﹤0.01%	1095
2024 Q2	$2.21K	Hold	127	–	–	﹤0.01%	1096
2024 Q1	$2.2K	Buy	+127	New	+$2.17K	﹤0.01%	1093

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PNC

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Key Financial Inc's FPE Position: Q4 2024 in Review

Key Financial Inc sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2024, closing a stake of 127 shares — an estimated $2.3K sold.

Key Financial Inc first reported a position in FPE in Q1 2024 and held it in 3 quarters. The position peaked at $2.3K in Q3 2024. 445 funds tracked by Wall St. Rank hold FPE as of Q4 2024.

Key Financial Inc reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2024 after selling out during the quarter.
Key Financial Inc sold 127 First Trust Preferred Securities and Income ETF shares in Q4 2024, an estimated $2.3K.
Key Financial Inc first reported a position in First Trust Preferred Securities and Income ETF in Q1 2024 and held it in 3 quarters.
Key Financial Inc's First Trust Preferred Securities and Income ETF position peaked at $2.3K in Q3 2024.
445 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.