Peak Planning Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Peak Planning 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
2022 Q3	–	Sell	-11,142	Closed	-$192K	–	82
2022 Q2	$192K	Buy	+11,142	New	+$201K	0.16%	78
2021 Q4	$675K	Buy	33,196 +371	+1%	+$7.56K	0.5%	43
2021 Q3	$674K	Buy	+32,825	New	+$678K	0.58%	38
2021 Q1	$239K	Buy	+11,882	New	+$240K	0.23%	68

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

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

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

Peak Planning Group's FPE Position: Q3 2022 in Review

Peak Planning Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2022, closing a stake of 11,142 shares — an estimated $192K sold.

Peak Planning Group first reported a position in FPE in Q1 2021 and held it in 4 quarters. The position peaked at $675K in Q4 2021. 401 funds tracked by Wall St. Rank hold FPE as of Q3 2022.

Peak Planning Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2022 after selling out during the quarter.
Peak Planning Group sold 11,142 First Trust Preferred Securities and Income ETF shares in Q3 2022, an estimated $192K.
Peak Planning Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2021 and held it in 4 quarters.
Peak Planning Group's First Trust Preferred Securities and Income ETF position peaked at $675K in Q4 2021.
401 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2022.

Based on Peak Planning Group's 13F filing for Q3 2022, filed 26 May 2026.