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

Wealth Quarterback’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
2021 Q3	$22K	Buy	1,058 +12	+1%	+$248	0.01%	349
2021 Q2	$22K	Buy	+1,046	New	+$21.3K	0.01%	333
2020 Q2	–	Sell	-2,171	Closed	-$17.9K	–	338
2020 Q1	$17.9K	Buy	2,171 +23	+1%	+$441	0.02%	358
2019 Q4	$43.1K	Buy	+2,148	New	+$42.7K	0.04%	256

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Quarterback's FPE Position: Q3 2021 in Review

Wealth Quarterback increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.1% in Q3 2021, buying an estimated $248 and bringing the position to 1,058 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #349.

Wealth Quarterback first reported a position in FPE in Q4 2019 and has held it in 4 quarters since. The position peaked at $43.1K in Q4 2019. 363 funds tracked by Wall St. Rank hold FPE as of Q3 2021.

Wealth Quarterback held 1,058 shares of First Trust Preferred Securities and Income ETF worth $22K as of Q3 2021.
Wealth Quarterback bought 12 First Trust Preferred Securities and Income ETF shares in Q3 2021, an estimated $248.
First Trust Preferred Securities and Income ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #349 holding.
Wealth Quarterback first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's First Trust Preferred Securities and Income ETF position peaked at $43.1K in Q4 2019.
363 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.