JNBA Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

JNBA Financial Advisors’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 Q4	–	Sell	-500	Closed	-$10K	–	615
2020 Q3	$10K	Hold	500	–	–	﹤0.01%	412
2020 Q2	$9K	Hold	500	–	–	﹤0.01%	419
2020 Q1	$8K	Sell	500 -500	-50%	-$9.59K	﹤0.01%	409
2019 Q4	$20K	Hold	1,000	–	–	﹤0.01%	346
2019 Q3	$20K	Hold	1,000	–	–	﹤0.01%	334
2019 Q2	$19K	Hold	1,000	–	–	﹤0.01%	351
2019 Q1	$19K	Hold	1,000	–	–	﹤0.01%	331
2018 Q4	$18K	Buy	+1,000	New	+$18.5K	﹤0.01%	310
2016 Q4	–	Sell	-182	Closed	-$4K	–	790
2016 Q3	$4K	Buy	+182	New	+$3.55K	﹤0.01%	1285

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

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

EVM

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

RJA

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

JNBA Financial Advisors's FPE Position: Q4 2020 in Review

JNBA Financial Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2020, closing a stake of 500 shares — an estimated $10K sold.

JNBA Financial Advisors first reported a position in FPE in Q3 2016 and held it in 9 quarters. The position peaked at $20K in Q4 2019. 333 funds tracked by Wall St. Rank hold FPE as of Q4 2020.

JNBA Financial Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2020 after selling out during the quarter.
JNBA Financial Advisors sold 500 First Trust Preferred Securities and Income ETF shares in Q4 2020, an estimated $10K.
JNBA Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2016 and held it in 9 quarters.
JNBA Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $20K in Q4 2019.
333 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2020.

Based on JNBA Financial Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.