Capstone Triton Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Capstone Triton Financial Group’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 Q1	–	Sell	-473	Closed	-$10K	–	183
2020 Q4	$10K	Buy	+473	New	+$9.35K	0.01%	344

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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 $162B AUM 16.35% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

RJA

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

Capstone Triton Financial Group's FPE Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2021, closing a stake of 473 shares — an estimated $10K sold.

Capstone Triton Financial Group first reported a position in FPE in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 333 funds tracked by Wall St. Rank hold FPE as of Q1 2021.

Capstone Triton Financial Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2021 after selling out during the quarter.
Capstone Triton Financial Group sold 473 First Trust Preferred Securities and Income ETF shares in Q1 2021, an estimated $10K.
Capstone Triton Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and held it in 1 quarter.
Capstone Triton Financial Group's First Trust Preferred Securities and Income ETF position peaked at $10K in Q4 2020.
333 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.