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Canton Hathaway’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Canton Hathaway’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
2018
Q4 		– Sell
-1,317
Closed -$25K – 182
2018
Q3 		$25K Buy
+1,317
New +$25.3K 0.02% 125

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
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Canton Hathaway's FPE Position: Q4 2018 in Review

Canton Hathaway sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2018, closing a stake of 1,317 shares — an estimated $25K sold.

Canton Hathaway first reported a position in FPE in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 233 funds tracked by Wall St. Rank hold FPE as of Q4 2018.

  • Canton Hathaway reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2018 after selling out during the quarter.
  • Canton Hathaway sold 1,317 First Trust Preferred Securities and Income ETF shares in Q4 2018, an estimated $25K.
  • Canton Hathaway first reported a position in First Trust Preferred Securities and Income ETF in Q3 2018 and held it in 1 quarter.
  • Canton Hathaway's First Trust Preferred Securities and Income ETF position peaked at $25K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2018.

Based on Canton Hathaway's 13F filing for Q4 2018, filed 7 Feb 2019.