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Castle Financial & Retirement Planning Associates’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$68K Buy
+3,462
New +$70.6K 0.23% 36

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's FPE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q4 2021: 3,462 shares worth $68K. The stake represents 0.23% of the portfolio and ranks #36 among its holdings.

408 funds tracked by Wall St. Rank hold FPE as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 3,462 shares of First Trust Preferred Securities and Income ETF worth $68K as of Q4 2021.
  • First Trust Preferred Securities and Income ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • First Trust Preferred Securities and Income ETF made up 0.23% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #36 holding.
  • 408 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.