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

Wealth Management Resources’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	-10,678	Closed	-$203K	–	42
2022 Q1	$203K	Sell	10,678 -15,367	-59%	-$299K	0.14%	43
2021 Q4	$529K	Buy	+26,045	New	+$531K	0.34%	33

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

Wealth Management Resources's FPE Position: Q2 2022 in Review

Wealth Management Resources sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2022, closing a stake of 10,678 shares — an estimated $203K sold.

Wealth Management Resources first reported a position in FPE in Q4 2021 and held it in 2 quarters. The position peaked at $529K in Q4 2021. 406 funds tracked by Wall St. Rank hold FPE as of Q2 2022.

Wealth Management Resources reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2022 after selling out during the quarter.
Wealth Management Resources sold 10,678 First Trust Preferred Securities and Income ETF shares in Q2 2022, an estimated $203K.
Wealth Management Resources first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and held it in 2 quarters.
Wealth Management Resources's First Trust Preferred Securities and Income ETF position peaked at $529K in Q4 2021.
406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2022.

Based on Wealth Management Resources's 13F filing for Q2 2022, filed 22 Jul 2022.