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My Personal CFO LLC’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-61
Closed -$1.02K – 346
2022
Q4 		$1.02K Buy
+61
New +$1.02K ﹤0.01% 636

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

My Personal CFO LLC's FPE Position: Q1 2023 in Review

My Personal CFO LLC sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2023, closing a stake of 61 shares — an estimated $1.02K sold.

My Personal CFO LLC first reported a position in FPE in Q4 2022 and held it in 1 quarter. The position peaked at $1.02K in Q4 2022. 396 funds tracked by Wall St. Rank hold FPE as of Q1 2023.

  • My Personal CFO LLC reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 61 First Trust Preferred Securities and Income ETF shares in Q1 2023, an estimated $1.02K.
  • My Personal CFO LLC first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's First Trust Preferred Securities and Income ETF position peaked at $1.02K in Q4 2022.
  • 396 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.