GWS
FPE icon

Glassman Wealth Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,384
Closed -$28K – 1738
2021
Q4 		$28K Buy
+1,384
New +$28.2K 0.01% 525

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Glassman Wealth Services's FPE Position: Q1 2022 in Review

Glassman Wealth Services sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2022, closing a stake of 1,384 shares — an estimated $28K sold.

Glassman Wealth Services first reported a position in FPE in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 422 funds tracked by Wall St. Rank hold FPE as of Q1 2022.

  • Glassman Wealth Services reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 1,384 First Trust Preferred Securities and Income ETF shares in Q1 2022, an estimated $28K.
  • Glassman Wealth Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and held it in 1 quarter.
  • Glassman Wealth Services's First Trust Preferred Securities and Income ETF position peaked at $28K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.