O'Donnell Financial Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

O'Donnell Financial Services’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	-96,006	Closed	-$1.9M	–	43
2021 Q4	$1.9M	Buy	96,006 +45,908	+92%	+$936K	0.88%	16
2021 Q3	$1.03M	Buy	+50,098	New	+$1.03M	0.49%	24

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

O'Donnell Financial Services's FPE Position: Q1 2022 in Review

O'Donnell Financial Services sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2022, closing a stake of 96,006 shares — an estimated $1.9M sold.

O'Donnell Financial Services first reported a position in FPE in Q3 2021 and held it in 2 quarters. The position peaked at $1.9M in Q4 2021. 421 funds tracked by Wall St. Rank hold FPE as of Q1 2022.

O'Donnell Financial Services reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2022 after selling out during the quarter.
O'Donnell Financial Services sold 96,006 First Trust Preferred Securities and Income ETF shares in Q1 2022, an estimated $1.9M.
O'Donnell Financial Services first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and held it in 2 quarters.
O'Donnell Financial Services's First Trust Preferred Securities and Income ETF position peaked at $1.9M in Q4 2021.
421 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2022.

Based on O'Donnell Financial Services's 13F filing for Q1 2022, filed 4 May 2022.