WA
FPE icon

Wealthstar Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Wealthstar Advisors’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 		– Sell
-14,700
Closed -$304K – 104
2021
Q2 		$304K Buy
+14,700
New +$300K 0.1% 74

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
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

Wealthstar Advisors's FPE Position: Q3 2021 in Review

Wealthstar Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2021, closing a stake of 14,700 shares — an estimated $304K sold.

Wealthstar Advisors first reported a position in FPE in Q2 2021 and held it in 1 quarter. The position peaked at $304K in Q2 2021. 363 funds tracked by Wall St. Rank hold FPE as of Q3 2021.

  • Wealthstar Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2021 after selling out during the quarter.
  • Wealthstar Advisors sold 14,700 First Trust Preferred Securities and Income ETF shares in Q3 2021, an estimated $304K.
  • Wealthstar Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and held it in 1 quarter.
  • Wealthstar Advisors's First Trust Preferred Securities and Income ETF position peaked at $304K in Q2 2021.
  • 363 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2021.

Based on Wealthstar Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.