Sargent Bickham Lagudis’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Sargent Bickham Lagudis’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	-1,504	Closed	-$29K	–	1070
2022 Q1	$29K	Buy	+1,504	New	+$29.3K	﹤0.01%	544
2018 Q2	–	Sell	-390	Closed	-$8K	–	765
2018 Q1	$8K	Buy	+390	New	+$7.71K	﹤0.01%	616

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $68.3B AUM 20.5% 1-Year Est. Return

Sargent Bickham Lagudis's FPE Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2022, closing a stake of 1,504 shares — an estimated $29K sold.

Sargent Bickham Lagudis first reported a position in FPE in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q1 2022. 406 funds tracked by Wall St. Rank hold FPE as of Q2 2022.

Sargent Bickham Lagudis reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,504 First Trust Preferred Securities and Income ETF shares in Q2 2022, an estimated $29K.
Sargent Bickham Lagudis first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and held it in 2 quarters.
Sargent Bickham Lagudis's First Trust Preferred Securities and Income ETF position peaked at $29K in Q1 2022.
406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.