Ownership history in FLAGSTAR ADVISORS INC Β· 18 quarters on record
This page tracks every 13F SEC filing in which FLAGSTAR ADVISORS INC reported a position in First Trust Preferred Sec & Inc ETF (FPE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FLAGSTAR ADVISORS INC underperformed the S&P 500 by β10.4% annually on this FPE position. Timing score: 29% (5/17 decisions correct). Average cost basis: $15.70. Maximum drawdown during holding period: β15.9%.
β Significantly underperformed the S&P 500 by 10.4% ann.
17 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 17 add/trim decisions correct
Best entry: $13.43 (2023 Q1) Β· Worst: $16.67 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 10 trims. Bought during 3 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.32% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size