Howard Capital Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Howard Capital 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
2022 Q1	–	Sell	-254,988	Closed	-$5.27M	–	44
2021 Q4	$5.27M	Buy	254,988 +11,124	+5%	+$227K	0.65%	13
2021 Q3	$5.01M	Buy	243,864 +33,992	+16%	+$702K	0.74%	13
2021 Q2	$4.25M	Buy	+209,872	New	+$4.28M	0.81%	13

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

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Howard Capital Management's FPE Position: Q1 2022 in Review

Howard Capital Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2022, closing a stake of 254,988 shares — an estimated $5.27M sold.

Howard Capital Management first reported a position in FPE in Q2 2021 and held it in 3 quarters. The position peaked at $5.27M in Q4 2021. 422 funds tracked by Wall St. Rank hold FPE as of Q1 2022.

Howard Capital Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2022 after selling out during the quarter.
Howard Capital Management sold 254,988 First Trust Preferred Securities and Income ETF shares in Q1 2022, an estimated $5.27M.
Howard Capital Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and held it in 3 quarters.
Howard Capital Management's First Trust Preferred Securities and Income ETF position peaked at $5.27M in Q4 2021.
422 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2022.

Based on Howard Capital Management's 13F filing for Q1 2022, filed 2 May 2022.