Mine & Arao Wealth Creation & Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-1,200	Closed	-$20.8K	–	175
2024 Q1	$20.8K	Hold	1,200	–	–	0.01%	179
2023 Q4	$20.2K	Hold	1,200	–	–	0.01%	179
2023 Q3	$19.2K	Hold	1,200	–	–	0.01%	180
2023 Q2	$19.2K	Hold	1,200	–	–	0.01%	188
2023 Q1	$19.2K	Hold	1,200	–	–	0.01%	190
2022 Q4	$20.2K	Hold	1,200	–	–	0.01%	182
2022 Q3	$20K	Buy	+1,200	New	+$21.2K	0.01%	179

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

RJA

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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's FPE Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2024, closing a stake of 1,200 shares — an estimated $20.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in FPE in Q3 2022 and held it in 7 quarters. The position peaked at $20.8K in Q1 2024. 406 funds tracked by Wall St. Rank hold FPE as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,200 First Trust Preferred Securities and Income ETF shares in Q2 2024, an estimated $20.8K.
Mine & Arao Wealth Creation & Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2022 and held it in 7 quarters.
Mine & Arao Wealth Creation & Management's First Trust Preferred Securities and Income ETF position peaked at $20.8K in Q1 2024.
406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.