Kings Point Capital Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Kings Point Capital Management’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 Q1	$19K	Hold	1,000	–	–	﹤0.01%	490
2021 Q4	$20K	Buy	+1,000	New	+$20.4K	﹤0.01%	536
2019 Q4	–	Sell	-2,028	Closed	-$40K	–	497
2019 Q3	$40K	Buy	2,028 +519	+34%	+$10.2K	0.01%	323
2019 Q2	$29K	Buy	+1,509	New	+$29K	0.01%	308

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kings Point Capital Management's FPE Position: Q1 2022 in Review

Kings Point Capital Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q1 2022 at 1,000 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Kings Point Capital Management first reported a position in FPE in Q2 2019 and has held it in 4 quarters since. The position peaked at $40K in Q3 2019. 422 funds tracked by Wall St. Rank hold FPE as of Q1 2022.

Kings Point Capital Management held 1,000 shares of First Trust Preferred Securities and Income ETF worth $19K as of Q1 2022.
Kings Point Capital Management left its First Trust Preferred Securities and Income ETF share count unchanged in Q1 2022.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #490 holding.
Kings Point Capital Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2019 and has held it in 4 quarters since.
Kings Point Capital Management's First Trust Preferred Securities and Income ETF position peaked at $40K in Q3 2019.
422 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.