WealthPLAN Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-511	Closed	-$8.16K	–	591
2023 Q2	$8.16K	Hold	511	–	–	﹤0.01%	830
2023 Q1	$8.16K	Buy	+511	New	+$8.82K	﹤0.01%	915

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

PNC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJA

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

WealthPLAN Partners's FPE Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2023, closing a stake of 511 shares — an estimated $8.16K sold.

WealthPLAN Partners first reported a position in FPE in Q1 2023 and held it in 2 quarters. The position peaked at $8.16K in Q2 2023. 386 funds tracked by Wall St. Rank hold FPE as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 511 First Trust Preferred Securities and Income ETF shares in Q3 2023, an estimated $8.16K.
WealthPLAN Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's First Trust Preferred Securities and Income ETF position peaked at $8.16K in Q2 2023.
386 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.