Kingsbury Capital Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Kingsbury Capital Investment 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
2022 Q3	$4.72M	Buy	282,411 +3,953	+1%	+$69.7K	7.19%	3
2022 Q2	$4.8M	Buy	278,458 +2,338	+0.8%	+$42.3K	6.6%	3
2022 Q1	$5.25M	Buy	+276,120	New	+$5.38M	5.78%	4

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 $445B AUM 25.58% 1-Year Est. Return

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

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

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

PNC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingsbury Capital Investment Advisors's FPE Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.4% in Q3 2022, buying an estimated $69.7K and bringing the position to 282,411 shares worth $4.72M. The position accounts for 7.19% of the portfolio, ranked #3.

Kingsbury Capital Investment Advisors first reported a position in FPE in Q1 2022 and has held it in 3 quarters since. The position peaked at $5.25M in Q1 2022. 402 funds tracked by Wall St. Rank hold FPE as of Q3 2022.

Kingsbury Capital Investment Advisors held 282,411 shares of First Trust Preferred Securities and Income ETF worth $4.72M as of Q3 2022.
Kingsbury Capital Investment Advisors bought 3,953 First Trust Preferred Securities and Income ETF shares in Q3 2022, an estimated $69.7K.
First Trust Preferred Securities and Income ETF made up 7.19% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #3 holding.
Kingsbury Capital Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and has held it in 3 quarters since.
Kingsbury Capital Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $5.25M in Q1 2022.
402 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.