Selective Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-1,029	Closed	-$17K	–	334
2022 Q3	$17K	Buy	1,029 +14	+1%	+$247	0.01%	445
2022 Q2	$17K	Buy	+1,015	New	+$18.3K	0.01%	489

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJFSA

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

PNC

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

Selective Wealth Management's FPE Position: Q4 2022 in Review

Selective Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2022, closing a stake of 1,029 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in FPE in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q3 2022. 424 funds tracked by Wall St. Rank hold FPE as of Q4 2022.

Selective Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,029 First Trust Preferred Securities and Income ETF shares in Q4 2022, an estimated $17K.
Selective Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2022 and held it in 2 quarters.
Selective Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $17K in Q3 2022.
424 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.