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Moneta Group Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Moneta Group Investment 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
-10,329
Closed -$198K – 320
2020
Q3 		$198K Buy
+10,329
New +$197K 0.02% 264

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
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
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

Moneta Group Investment Advisors's FPE Position: Q4 2020 in Review

Moneta Group Investment Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2020, closing a stake of 10,329 shares — an estimated $198K sold.

Moneta Group Investment Advisors first reported a position in FPE in Q3 2020 and held it in 1 quarter. The position peaked at $198K in Q3 2020. 333 funds tracked by Wall St. Rank hold FPE as of Q4 2020.

  • Moneta Group Investment Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2020 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,329 First Trust Preferred Securities and Income ETF shares in Q4 2020, an estimated $198K.
  • Moneta Group Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2020 and held it in 1 quarter.
  • Moneta Group Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $198K in Q3 2020.
  • 333 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.