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BB&T Investment Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

BB&T Investment Services’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
2017
Q4 		$337K Buy
16,927
+11,333
+203% +$228K 0.06% 239
2017
Q3 		$110K Buy
5,594
+4,302
+333% +$86.5K 0.02% 350
2017
Q2 		$26K Buy
+1,292
New +$25.6K 0.01% 604

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BB&T Investment Services's FPE Position: Q4 2017 in Review

BB&T Investment Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 203% in Q4 2017, buying an estimated $228K and bringing the position to 16,927 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #239.

BB&T Investment Services first reported a position in FPE in Q2 2017 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold FPE as of Q4 2017.

  • BB&T Investment Services held 16,927 shares of First Trust Preferred Securities and Income ETF worth $337K as of Q4 2017.
  • BB&T Investment Services bought 11,333 First Trust Preferred Securities and Income ETF shares in Q4 2017, an estimated $228K.
  • First Trust Preferred Securities and Income ETF made up 0.06% of BB&T Investment Services's portfolio in Q4 2017, its #239 holding.
  • BB&T Investment Services first reported a position in First Trust Preferred Securities and Income ETF in Q2 2017 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.