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

Indiana Trust & 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
2024
Q2 		– Sell
-2,546
Closed -$44.1K – 462
2024
Q1 		$44.1K Buy
+2,546
New +$43.5K 0.02% 288

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Indiana Trust & Investment Management's FPE Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2024, closing a stake of 2,546 shares — an estimated $44.1K sold.

Indiana Trust & Investment Management first reported a position in FPE in Q1 2024 and held it in 1 quarter. The position peaked at $44.1K in Q1 2024. 405 funds tracked by Wall St. Rank hold FPE as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 2,546 First Trust Preferred Securities and Income ETF shares in Q2 2024, an estimated $44.1K.
  • Indiana Trust & Investment Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2024 and held it in 1 quarter.
  • Indiana Trust & Investment Management's First Trust Preferred Securities and Income ETF position peaked at $44.1K in Q1 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.