FBT
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Founders Bank & Trust’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$2K Hold
120
– – ﹤0.01% 339
2014
Q3 		$2K Hold
120
– – ﹤0.01% 338
2014
Q2 		$2K Hold
120
– – ﹤0.01% 338
2014
Q1 		$2K Hold
120
– – ﹤0.01% 341
2013
Q4 		$2K Hold
120
– – ﹤0.01% 374
2013
Q3 		$2K Hold
120
– – ﹤0.01% 332
2013
Q2 		$2K Buy
+120
New +$2.43K ﹤0.01% 324

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return