SSWM
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Sheets Smith Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Sheets Smith 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
-11,694
Closed -$195K – 314
2022
Q3 		$195K Sell
11,694
-103
-0.9% -$1.82K 0.03% 290
2022
Q2 		$203K Buy
11,797
+67
+0.6% +$1.21K 0.03% 287
2022
Q1 		$223K Buy
11,730
+337
+3% +$6.56K 0.03% 324
2021
Q4 		$232K Sell
11,393
-251
-2% -$5.12K 0.03% 341
2021
Q3 		$239K Buy
11,644
+20
+0.2% +$413 0.03% 335
2021
Q2 		$239K Buy
+11,624
New +$237K 0.03% 331
2021
Q1 		– Sell
-11,594
Closed -$234K – 338
2020
Q4 		$234K Buy
+11,594
New +$229K 0.04% 305

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return