Mach-1 Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Mach-1 Financial Group’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
2023 Q2	–	Sell	-261	Closed	-$1.57K	–	243
2023 Q1	$1.57K	Buy	+261	New	+$4.5K	0.01%	233
2022 Q4	–	Sell	-98	Closed	-$1K	–	255
2022 Q3	$1K	Hold	98	–	–	﹤0.01%	366
2022 Q2	$1K	Buy	+98	New	+$1.77K	﹤0.01%	377

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PNC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mach-1 Financial Group's FPE Position: Q2 2023 in Review

Mach-1 Financial Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2023, closing a stake of 261 shares — an estimated $1.57K sold.

Mach-1 Financial Group first reported a position in FPE in Q2 2022 and held it in 3 quarters. The position peaked at $1.57K in Q1 2023. 397 funds tracked by Wall St. Rank hold FPE as of Q2 2023.

Mach-1 Financial Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 261 First Trust Preferred Securities and Income ETF shares in Q2 2023, an estimated $1.57K.
Mach-1 Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q2 2022 and held it in 3 quarters.
Mach-1 Financial Group's First Trust Preferred Securities and Income ETF position peaked at $1.57K in Q1 2023.
397 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.