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

Strategic Wealth Investment Group’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
Q1 		– Sell
-7,343
Closed -$131K – 138
2022
Q4 		$131K Buy
+7,343
New +$123K 0.03% 115

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
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Wealth Investment Group's FPE Position: Q1 2023 in Review

Strategic Wealth Investment Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2023, closing a stake of 7,343 shares — an estimated $131K sold.

Strategic Wealth Investment Group first reported a position in FPE in Q4 2022 and held it in 1 quarter. The position peaked at $131K in Q4 2022. 396 funds tracked by Wall St. Rank hold FPE as of Q1 2023.

  • Strategic Wealth Investment Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2023 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 7,343 First Trust Preferred Securities and Income ETF shares in Q1 2023, an estimated $131K.
  • Strategic Wealth Investment Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and held it in 1 quarter.
  • Strategic Wealth Investment Group's First Trust Preferred Securities and Income ETF position peaked at $131K in Q4 2022.
  • 396 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2023, filed 20 Apr 2023.