True Link Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

True Link Financial Advisors’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	-78,212	Closed	-$1.49M	–	124
2022 Q1	$1.49M	Buy	+78,212	New	+$1.52M	0.22%	47

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $3.57B AUM 22.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

True Link Financial Advisors's FPE Position: Q2 2022 in Review

True Link Financial Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2022, closing a stake of 78,212 shares — an estimated $1.49M sold.

True Link Financial Advisors first reported a position in FPE in Q1 2022 and held it in 1 quarter. The position peaked at $1.49M in Q1 2022. 406 funds tracked by Wall St. Rank hold FPE as of Q2 2022.

True Link Financial Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2022 after selling out during the quarter.
True Link Financial Advisors sold 78,212 First Trust Preferred Securities and Income ETF shares in Q2 2022, an estimated $1.49M.
True Link Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and held it in 1 quarter.
True Link Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $1.49M in Q1 2022.
406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2022.

Based on True Link Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.