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

Wealthstreet Investment 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 Q2	–	Sell	-20,000	Closed	-$403K	–	178
2021 Q1	$403K	Hold	20,000	–	–	0.04%	280
2020 Q4	$404K	Hold	20,000	–	–	0.04%	265
2020 Q3	$383K	Buy	20,000 +10,000	+100%	+$191K	0.04%	253
2020 Q2	$184K	Buy	+10,000	New	+$181K	0.02%	312

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 $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 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 $75B AUM 31.89% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Park National Corp Newark, Ohio $3.28B AUM 19.7% 1-Year Est. Return

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