MFA Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

MFA Wealth 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
2020 Q3	–	Sell	-161,514	Closed	-$2.98M	–	96
2020 Q2	$2.98M	Buy	161,514 +143,550	+799%	+$2.59M	1.92%	19
2020 Q1	$274K	Sell	17,964 -144,054	-89%	-$2.76M	0.27%	43
2019 Q4	$3.25M	Buy	162,018 +4,762	+3%	+$94.8K	2.36%	14
2019 Q3	$3.1M	Buy	157,256 +6,486	+4%	+$127K	2.53%	13
2019 Q2	$2.92M	Buy	150,770 +13,585	+10%	+$261K	2.2%	14
2019 Q1	$2.61M	Buy	+137,185	New	+$2.57M	1.72%	16

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

RJFSA

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFA Wealth Advisors's FPE Position: Q3 2020 in Review

MFA Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2020, closing a stake of 161,514 shares — an estimated $2.98M sold.

MFA Wealth Advisors first reported a position in FPE in Q1 2019 and held it in 6 quarters. The position peaked at $3.25M in Q4 2019. 289 funds tracked by Wall St. Rank hold FPE as of Q3 2020.

MFA Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 161,514 First Trust Preferred Securities and Income ETF shares in Q3 2020, an estimated $2.98M.
MFA Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2019 and held it in 6 quarters.
MFA Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $3.25M in Q4 2019.
289 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.