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 $1.89T 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

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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

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

Wealthstreet Investment Advisors's FPE Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2021, closing a stake of 20,000 shares — an estimated $403K sold.

Wealthstreet Investment Advisors first reported a position in FPE in Q2 2020 and held it in 4 quarters. The position peaked at $404K in Q4 2020. 355 funds tracked by Wall St. Rank hold FPE as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 20,000 First Trust Preferred Securities and Income ETF shares in Q2 2021, an estimated $403K.
Wealthstreet Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2020 and held it in 4 quarters.
Wealthstreet Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $404K in Q4 2020.
355 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.