Redhawk Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Redhawk Wealth 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
2020 Q3	–	Sell	-86,431	Closed	-$1.59M	–	221
2020 Q2	$1.59M	Buy	+86,431	New	+$1.56M	0.56%	48

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

RJFSA

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Redhawk Wealth Advisors's FPE Position: Q3 2020 in Review

Redhawk Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2020, closing a stake of 86,431 shares — an estimated $1.59M sold.

Redhawk Wealth Advisors first reported a position in FPE in Q2 2020 and held it in 1 quarter. The position peaked at $1.59M in Q2 2020. 289 funds tracked by Wall St. Rank hold FPE as of Q3 2020.

Redhawk Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2020 after selling out during the quarter.
Redhawk Wealth Advisors sold 86,431 First Trust Preferred Securities and Income ETF shares in Q3 2020, an estimated $1.59M.
Redhawk Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2020 and held it in 1 quarter.
Redhawk Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $1.59M in Q2 2020.
289 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2020.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.