Laidlaw Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Laidlaw Wealth 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	–	Sell	-82,160	Closed	-$1.67M	–	405
2021 Q4	$1.67M	Buy	82,160 +2,280	+3%	+$46.5K	0.27%	104
2021 Q3	$1.64M	Buy	+79,880	New	+$1.65M	0.42%	73

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $187B AUM 21.7% 1-Year Est. Return

Laidlaw Wealth Management's FPE Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2022, closing a stake of 82,160 shares — an estimated $1.67M sold.

Laidlaw Wealth Management first reported a position in FPE in Q3 2021 and held it in 2 quarters. The position peaked at $1.67M in Q4 2021. 421 funds tracked by Wall St. Rank hold FPE as of Q1 2022.

Laidlaw Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 82,160 First Trust Preferred Securities and Income ETF shares in Q1 2022, an estimated $1.67M.
Laidlaw Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and held it in 2 quarters.
Laidlaw Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $1.67M in Q4 2021.
421 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.