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Koesten Hirschmann & Crabtree’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Koesten Hirschmann & Crabtree’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
Q4 		– Sell
-1,446
Closed -$23.1K – 191
2023
Q3 		$23.1K Buy
+1,446
New +$23.3K 0.02% 87

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.21T AUM 78.12% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Koesten Hirschmann & Crabtree's FPE Position: Q4 2023 in Review

Koesten Hirschmann & Crabtree sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2023, closing a stake of 1,446 shares — an estimated $23.1K sold.

Koesten Hirschmann & Crabtree first reported a position in FPE in Q3 2023 and held it in 1 quarter. The position peaked at $23.1K in Q3 2023. 405 funds tracked by Wall St. Rank hold FPE as of Q4 2023.

  • Koesten Hirschmann & Crabtree reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 1,446 First Trust Preferred Securities and Income ETF shares in Q4 2023, an estimated $23.1K.
  • Koesten Hirschmann & Crabtree first reported a position in First Trust Preferred Securities and Income ETF in Q3 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's First Trust Preferred Securities and Income ETF position peaked at $23.1K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2023, filed 14 Feb 2024.