Kistler-Tiffany Companies’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Kistler-Tiffany Companies’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	-100	Closed	-$2K	–	822
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	729
2022 Q2	$2K	Buy	+100	New	+$1.81K	﹤0.01%	713

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Kistler-Tiffany Companies's FPE Position: Q4 2022 in Review

Kistler-Tiffany Companies sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Kistler-Tiffany Companies first reported a position in FPE in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 424 funds tracked by Wall St. Rank hold FPE as of Q4 2022.

Kistler-Tiffany Companies reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2022 after selling out during the quarter.
Kistler-Tiffany Companies sold 100 First Trust Preferred Securities and Income ETF shares in Q4 2022, an estimated $2K.
Kistler-Tiffany Companies first reported a position in First Trust Preferred Securities and Income ETF in Q2 2022 and held it in 2 quarters.
Kistler-Tiffany Companies's First Trust Preferred Securities and Income ETF position peaked at $2K in Q3 2022.
424 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2022.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2022, filed 30 Jan 2023.