H&H Retirement Design & Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

H&H Retirement Design & Management’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
2020 Q3	–	Sell	-51,993	Closed	-$958K	–	44
2020 Q2	$958K	Buy	51,993 +12,521	+32%	+$226K	0.85%	29
2020 Q1	$647K	Buy	+39,472	New	+$757K	0.61%	33

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

H&H Retirement Design & Management's FPE Position: Q3 2020 in Review

H&H Retirement Design & Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2020, closing a stake of 51,993 shares — an estimated $958K sold.

H&H Retirement Design & Management first reported a position in FPE in Q1 2020 and held it in 2 quarters. The position peaked at $958K in Q2 2020. 289 funds tracked by Wall St. Rank hold FPE as of Q3 2020.

H&H Retirement Design & Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2020 after selling out during the quarter.
H&H Retirement Design & Management sold 51,993 First Trust Preferred Securities and Income ETF shares in Q3 2020, an estimated $958K.
H&H Retirement Design & Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and held it in 2 quarters.
H&H Retirement Design & Management's First Trust Preferred Securities and Income ETF position peaked at $958K in Q2 2020.
289 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2020.

Based on H&H Retirement Design & Management's 13F filing for Q3 2020, filed 1 Dec 2020.