SIS
FPE icon

Strategic Investment Solutions’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Strategic Investment Solutions’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
2023
Q4 		– Sell
-5,180
Closed -$83.4K – 1142
2023
Q3 		$83.4K Buy
+5,180
New +$83.4K ﹤0.01% 569

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Investment Solutions's FPE Position: Q4 2023 in Review

Strategic Investment Solutions sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2023, closing a stake of 5,180 shares — an estimated $83.4K sold.

Strategic Investment Solutions first reported a position in FPE in Q3 2023 and held it in 1 quarter. The position peaked at $83.4K in Q3 2023. 405 funds tracked by Wall St. Rank hold FPE as of Q4 2023.

  • Strategic Investment Solutions reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 5,180 First Trust Preferred Securities and Income ETF shares in Q4 2023, an estimated $83.4K.
  • Strategic Investment Solutions first reported a position in First Trust Preferred Securities and Income ETF in Q3 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's First Trust Preferred Securities and Income ETF position peaked at $83.4K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.