Syverson Strege & Co’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Syverson Strege & Co’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	-1,350	Closed	-$26K	–	331
2022 Q1	$26K	Hold	1,350	–	–	0.03%	157
2021 Q4	$27K	Hold	1,350	–	–	0.02%	161
2021 Q3	$28K	Hold	1,350	–	–	0.02%	167
2021 Q2	$28K	Hold	1,350	–	–	0.02%	159
2021 Q1	$27K	Sell	1,350 -308	-19%	-$6.22K	0.03%	152
2020 Q4	$33K	Buy	+1,658	New	+$32.8K	0.03%	133

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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 $3.69B AUM 18.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Syverson Strege & Co's FPE Position: Q2 2022 in Review

Syverson Strege & Co sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2022, closing a stake of 1,350 shares — an estimated $26K sold.

Syverson Strege & Co first reported a position in FPE in Q4 2020 and held it in 6 quarters. The position peaked at $33K in Q4 2020. 406 funds tracked by Wall St. Rank hold FPE as of Q2 2022.

Syverson Strege & Co reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2022 after selling out during the quarter.
Syverson Strege & Co sold 1,350 First Trust Preferred Securities and Income ETF shares in Q2 2022, an estimated $26K.
Syverson Strege & Co first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and held it in 6 quarters.
Syverson Strege & Co's First Trust Preferred Securities and Income ETF position peaked at $33K in Q4 2020.
406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2022.

Based on Syverson Strege & Co's 13F filing for Q2 2022, filed 11 Aug 2022.