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 $1.66T 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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