Manulife (Manufacturers Life Insurance)’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Manulife (Manufacturers Life Insurance)’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
2018 Q4	–	Sell	-16,721	Closed	-$319K	–	2606
2018 Q3	$319K	Sell	16,721 -8,199	-33%	-$157K	﹤0.01%	2518
2018 Q2	$475K	Buy	24,920 +18,062	+263%	+$349K	﹤0.01%	2433
2018 Q1	$133K	Buy	6,858 +5,985	+686%	+$118K	﹤0.01%	3308
2017 Q4	$17K	Buy	873 +509	+140%	+$10.2K	﹤0.01%	3841
2017 Q3	$7K	Hold	364	–	–	﹤0.01%	3940
2017 Q2	$7K	Hold	364	–	–	﹤0.01%	3856
2017 Q1	$7K	Hold	364	–	–	﹤0.01%	3713
2016 Q4	$7K	Sell	364 -500	-58%	-$9.6K	﹤0.01%	3850
2016 Q3	$17K	Sell	864 -1,830	-68%	-$35.7K	﹤0.01%	3588
2016 Q2	$51K	Buy	+2,694	New	+$51K	﹤0.01%	3360

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s FPE Position: Q4 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2018, closing a stake of 16,721 shares — an estimated $319K sold.

Manulife (Manufacturers Life Insurance) first reported a position in FPE in Q2 2016 and held it in 10 quarters. The position peaked at $475K in Q2 2018. 233 funds tracked by Wall St. Rank hold FPE as of Q4 2018.

Manulife (Manufacturers Life Insurance) reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2018 after selling out during the quarter.
Manulife (Manufacturers Life Insurance) sold 16,721 First Trust Preferred Securities and Income ETF shares in Q4 2018, an estimated $319K.
Manulife (Manufacturers Life Insurance) first reported a position in First Trust Preferred Securities and Income ETF in Q2 2016 and held it in 10 quarters.
Manulife (Manufacturers Life Insurance)'s First Trust Preferred Securities and Income ETF position peaked at $475K in Q2 2018.
233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2018, filed 14 Feb 2019.