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

Hills 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
2021
Q1 		– Sell
-7,657
Closed -$155K – 258
2020
Q4 		$155K Buy
+7,657
New +$151K 0.03% 206

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hills Bank & Trust's FPE Position: Q1 2021 in Review

Hills Bank & Trust sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2021, closing a stake of 7,657 shares — an estimated $155K sold.

Hills Bank & Trust first reported a position in FPE in Q4 2020 and held it in 1 quarter. The position peaked at $155K in Q4 2020. 333 funds tracked by Wall St. Rank hold FPE as of Q1 2021.

  • Hills Bank & Trust reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2021 after selling out during the quarter.
  • Hills Bank & Trust sold 7,657 First Trust Preferred Securities and Income ETF shares in Q1 2021, an estimated $155K.
  • Hills Bank & Trust first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and held it in 1 quarter.
  • Hills Bank & Trust's First Trust Preferred Securities and Income ETF position peaked at $155K in Q4 2020.
  • 333 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2021.

Based on Hills Bank & Trust's 13F filing for Q1 2021, filed 3 May 2021.