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Lowe Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Lowe Wealth 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
2024
Q1 		– Sell
-41
Closed -$691 – 312
2023
Q4 		$691 Buy
+41
New +$661 ﹤0.01% 291

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lowe Wealth Advisors's FPE Position: Q1 2024 in Review

Lowe Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2024, closing a stake of 41 shares — an estimated $691 sold.

Lowe Wealth Advisors first reported a position in FPE in Q4 2023 and held it in 1 quarter. The position peaked at $691 in Q4 2023. 406 funds tracked by Wall St. Rank hold FPE as of Q1 2024.

  • Lowe Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 41 First Trust Preferred Securities and Income ETF shares in Q1 2024, an estimated $691.
  • Lowe Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and held it in 1 quarter.
  • Lowe Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $691 in Q4 2023.
  • 406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2024.

Based on Lowe Wealth Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.