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MassMutual Private Wealth & Trust’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-100
Closed -$1.6K – 1988
2023
Q2 		$1.6K Buy
+100
New +$1.59K ﹤0.01% 1533

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's FPE Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2023, closing a stake of 100 shares — an estimated $1.6K sold.

MassMutual Private Wealth & Trust first reported a position in FPE in Q2 2023 and held it in 1 quarter. The position peaked at $1.6K in Q2 2023. 387 funds tracked by Wall St. Rank hold FPE as of Q3 2023.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 100 First Trust Preferred Securities and Income ETF shares in Q3 2023, an estimated $1.6K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Preferred Securities and Income ETF in Q2 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust Preferred Securities and Income ETF position peaked at $1.6K in Q2 2023.
  • 387 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.