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Hanson & Doremus Investment Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Hanson & Doremus Investment 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
2023
Q2 		– Sell
-12,881
Closed -$206K – 455
2023
Q1 		$206K Buy
+12,881
New +$222K 0.05% 172

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hanson & Doremus Investment Management's FPE Position: Q2 2023 in Review

Hanson & Doremus Investment Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2023, closing a stake of 12,881 shares — an estimated $206K sold.

Hanson & Doremus Investment Management first reported a position in FPE in Q1 2023 and held it in 1 quarter. The position peaked at $206K in Q1 2023. 397 funds tracked by Wall St. Rank hold FPE as of Q2 2023.

  • Hanson & Doremus Investment Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2023 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 12,881 First Trust Preferred Securities and Income ETF shares in Q2 2023, an estimated $206K.
  • Hanson & Doremus Investment Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2023 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's First Trust Preferred Securities and Income ETF position peaked at $206K in Q1 2023.
  • 397 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2023, filed 18 Jul 2023.