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Triad Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-823
Closed -$14.3K – 356
2024
Q2 		$14.3K Buy
+823
New +$14.2K 0.01% 403

Other funds holding FPE

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Triad Wealth Partners's FPE Position: Q3 2024 in Review

Triad Wealth Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2024, closing a stake of 823 shares — an estimated $14.3K sold.

Triad Wealth Partners first reported a position in FPE in Q2 2024 and held it in 1 quarter. The position peaked at $14.3K in Q2 2024. 413 funds tracked by Wall St. Rank hold FPE as of Q3 2024.

  • Triad Wealth Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 823 First Trust Preferred Securities and Income ETF shares in Q3 2024, an estimated $14.3K.
  • Triad Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $14.3K in Q2 2024.
  • 413 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.