Tyler-Stone Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-1,900	Closed	-$33K	–	529
2024 Q2	$33K	Hold	1,900	–	–	0.01%	434
2024 Q1	$32.9K	Hold	1,900	–	–	0.01%	438
2023 Q4	$32K	Hold	1,900	–	–	0.02%	428
2023 Q3	$30K	Hold	1,900	–	–	0.02%	416
2023 Q2	$30K	Buy	+1,900	New	+$30.2K	0.02%	421
2022 Q4	$32K	Hold	1,900	–	–	0.02%	375
2022 Q3	$32K	Hold	1,900	–	–	0.02%	358
2022 Q2	$33K	Hold	1,900	–	–	0.02%	375
2022 Q1	$36K	Hold	1,900	–	–	0.02%	389
2021 Q4	$39K	Buy	+1,900	New	+$38.7K	0.02%	392

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tyler-Stone Wealth Management's FPE Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2024, closing a stake of 1,900 shares — an estimated $33K sold.

Tyler-Stone Wealth Management first reported a position in FPE in Q4 2021 and held it in 10 quarters. The position peaked at $39K in Q4 2021. 414 funds tracked by Wall St. Rank hold FPE as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,900 First Trust Preferred Securities and Income ETF shares in Q3 2024, an estimated $33K.
Tyler-Stone Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $39K in Q4 2021.
414 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.