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

Tradition 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
2024
Q1 		– Sell
-12,453
Closed -$210K – 672
2023
Q4 		$210K Sell
12,453
-3,857
-24% -$62.2K 0.02% 316
2023
Q3 		$260K Sell
16,310
-8,042
-33% -$130K 0.03% 271
2023
Q2 		$389K Sell
24,352
-21,733
-47% -$345K 0.05% 212
2023
Q1 		$736K Sell
46,085
-10,638
-19% -$184K 0.09% 134
2022
Q4 		$953K Buy
56,723
+11,007
+24% +$185K 0.13% 109
2022
Q3 		$763K Buy
45,716
+41,750
+1,053% +$736K 0.11% 121
2022
Q2 		$68K Hold
3,966
– – 0.01% 414
2022
Q1 		$75K Hold
3,966
– – 0.01% 437
2021
Q4 		$81K Hold
3,966
– – 0.01% 438
2021
Q3 		$81K Hold
3,966
– – 0.01% 406
2021
Q2 		$82K Buy
3,966
+1,500
+61% +$30.6K 0.01% 427
2021
Q1 		$50K Buy
2,466
+1,966
+393% +$39.7K 0.01% 434
2020
Q4 		$10K Buy
+500
New +$9.88K ﹤0.01% 735

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return