FMII
FPE icon

Farmers & Merchants Investments Inc’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Farmers & Merchants Investments Inc’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
2017
Q3 		– Sell
-2,500
Closed -$50K – 855
2017
Q2 		$50K Hold
2,500
– – ﹤0.01% 328
2017
Q1 		$49K Buy
+2,500
New +$48.5K ﹤0.01% 308

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 $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 88.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Farmers & Merchants Investments Inc's FPE Position: Q3 2017 in Review

Farmers & Merchants Investments Inc sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2017, closing a stake of 2,500 shares — an estimated $50K sold.

Farmers & Merchants Investments Inc first reported a position in FPE in Q1 2017 and held it in 2 quarters. The position peaked at $50K in Q2 2017. 137 funds tracked by Wall St. Rank hold FPE as of Q3 2017.

  • Farmers & Merchants Investments Inc reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2017 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 2,500 First Trust Preferred Securities and Income ETF shares in Q3 2017, an estimated $50K.
  • Farmers & Merchants Investments Inc first reported a position in First Trust Preferred Securities and Income ETF in Q1 2017 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's First Trust Preferred Securities and Income ETF position peaked at $50K in Q2 2017.
  • 137 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2017.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2017, filed 19 Oct 2017.