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FCG Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

FCG Advisors’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$248K Buy
6,791
+76
+1% +$2.73K 0.06% 157
2020
Q2 		$233K Buy
6,715
+178
+3% +$6.07K 0.06% 146
2020
Q1 		$208K Sell
6,537
-1,315
-17% -$47.2K 0.06% 142
2019
Q4 		$295K Buy
7,852
+30
+0.4% +$1.12K 0.08% 127
2019
Q3 		$294K Buy
7,822
+23
+0.3% +$856 0.09% 117
2019
Q2 		$287K Sell
7,799
-380
-5% -$13.9K 0.09% 116
2019
Q1 		$299K Buy
8,179
+16
+0.2% +$575 0.1% 112
2018
Q4 		$279K Buy
8,163
+35
+0.4% +$1.24K 0.11% 107
2018
Q3 		$302K Sell
8,128
-139
-2% -$5.21K 0.1% 105
2018
Q2 		$312K Buy
8,267
+22
+0.3% +$819 0.11% 95
2018
Q1 		$310K Sell
8,245
-249
-3% -$9.34K 0.11% 96
2017
Q4 		$323K Buy
8,494
+32
+0.4% +$1.23K 0.12% 89
2017
Q3 		$328K Buy
8,462
+24
+0.3% +$935 0.12% 86
2017
Q2 		$331K Buy
8,438
+26
+0.3% +$1.01K 0.11% 104
2017
Q1 		$326K Buy
8,412
+17
+0.2% +$650 0.13% 82
2016
Q4 		$312K Sell
8,395
-160
-2% -$6.08K 0.14% 80
2016
Q3 		$338K Sell
8,555
-12
-0.1% -$479 0.1% 83
2016
Q2 		$342K Sell
8,567
-191
-2% -$7.49K 0.11% 91
2016
Q1 		$342K Buy
8,758
+23
+0.3% +$879 0.12% 74
2015
Q4 		$339K Buy
8,735
+430
+5% +$16.7K 0.2% 64
2015
Q3 		$321K Buy
8,305
+105
+1% +$4.11K 0.27% 61
2015
Q2 		$321K Buy
8,200
+24
+0.3% +$952 0.25% 63
2015
Q1 		$328K Buy
8,176
+512
+7% +$20.4K 0.17% 79
2014
Q4 		$304K Buy
+7,664
New +$303K 0.15% 88
2014
Q3 		– Sell
-7,616
Closed -$304K – 85
2014
Q2 		$304K Buy
+7,616
New +$300K 0.23% 63

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCG Advisors's PFF Position: Q3 2020 in Review

FCG Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.1% in Q3 2020, buying an estimated $2.73K and bringing the position to 6,791 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #157.

FCG Advisors first reported a position in PFF in Q2 2014 and has held it in 25 quarters since. The position peaked at $342K in Q2 2016. 815 funds tracked by Wall St. Rank hold PFF as of Q3 2020.

  • FCG Advisors held 6,791 shares of iShares Preferred and Income Securities ETF worth $248K as of Q3 2020.
  • FCG Advisors bought 76 iShares Preferred and Income Securities ETF shares in Q3 2020, an estimated $2.73K.
  • iShares Preferred and Income Securities ETF made up 0.06% of FCG Advisors's portfolio in Q3 2020, its #157 holding.
  • FCG Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2014 and has held it in 25 quarters since.
  • FCG Advisors's iShares Preferred and Income Securities ETF position peaked at $342K in Q2 2016.
  • 815 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.