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 $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return