Plotkin Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Plotkin Financial 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
2022 Q2	–	Sell	-10,325	Closed	-$196K	–	73
2022 Q1	$196K	Buy	+10,325	New	+$201K	0.14%	79
2021 Q4	–	Sell	-10,707	Closed	-$220K	–	94
2021 Q3	$220K	Hold	10,707	–	–	0.13%	85
2021 Q2	$221K	Hold	10,707	–	–	0.12%	92
2021 Q1	$216K	Sell	10,707 -713	-6%	-$14.4K	0.13%	74
2020 Q4	$231K	Sell	11,420 -1,013	-8%	-$20K	0.15%	58
2020 Q3	$238K	Sell	12,433 -508	-4%	-$9.7K	0.26%	55
2020 Q2	$238K	Sell	12,941 -6	-0%	-$108	0.2%	54
2020 Q1	$212K	Sell	12,947 -5,280	-29%	-$101K	0.26%	50
2019 Q4	$366K	Buy	+18,227	New	+$363K	0.34%	43

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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 $3.57B AUM 22.83% 1-Year Est. Return

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

Plotkin Financial Advisors's FPE Position: Q2 2022 in Review

Plotkin Financial Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2022, closing a stake of 10,325 shares — an estimated $196K sold.

Plotkin Financial Advisors first reported a position in FPE in Q4 2019 and held it in 9 quarters. The position peaked at $366K in Q4 2019. 406 funds tracked by Wall St. Rank hold FPE as of Q2 2022.

Plotkin Financial Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2022 after selling out during the quarter.
Plotkin Financial Advisors sold 10,325 First Trust Preferred Securities and Income ETF shares in Q2 2022, an estimated $196K.
Plotkin Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and held it in 9 quarters.
Plotkin Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $366K in Q4 2019.
406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2022.

Based on Plotkin Financial Advisors's 13F filing for Q2 2022, filed 15 Nov 2024.