CA
FPE icon

Crewe Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Crewe Advisors’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
2024
Q3 		– Sell
-369
Closed -$6.41K – 819
2024
Q2 		$6.41K Buy
+369
New +$6.37K ﹤0.01% 754
2023
Q1 		– Sell
-309
Closed -$5.19K – 902
2022
Q4 		$5.19K Buy
+309
New +$5.18K ﹤0.01% 663

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Crewe Advisors's FPE Position: Q3 2024 in Review

Crewe Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2024, closing a stake of 369 shares — an estimated $6.41K sold.

Crewe Advisors first reported a position in FPE in Q4 2022 and held it in 2 quarters. The position peaked at $6.41K in Q2 2024. 414 funds tracked by Wall St. Rank hold FPE as of Q3 2024.

  • Crewe Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 369 First Trust Preferred Securities and Income ETF shares in Q3 2024, an estimated $6.41K.
  • Crewe Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and held it in 2 quarters.
  • Crewe Advisors's First Trust Preferred Securities and Income ETF position peaked at $6.41K in Q2 2024.
  • 414 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.