CCMG
FPE icon

Clark Capital Management Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Clark Capital Management 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
2022
Q2 		– Sell
-489,965
Closed -$9.32M – 344
2022
Q1 		$9.32M Buy
489,965
+21,294
+5% +$415K 0.1% 169
2021
Q4 		$9.52M Buy
468,671
+9,377
+2% +$191K 0.12% 160
2021
Q3 		$9.43M Buy
459,294
+146,998
+47% +$3.04M 0.13% 157
2021
Q2 		$6.43M Buy
312,296
+97,423
+45% +$1.99M 0.09% 172
2021
Q1 		$4.33M Buy
214,873
+6,105
+3% +$123K 0.07% 182
2020
Q4 		$4.21M Sell
208,768
-1,268
-0.6% -$25.1K 0.07% 177
2020
Q3 		$4.03M Buy
210,036
+7,465
+4% +$143K 0.08% 176
2020
Q2 		$3.73M Buy
+202,571
New +$3.66M 0.07% 159

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return