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Nachman Norwood & Parrott’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Nachman Norwood & Parrott’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
-1,448
Closed -$28K – 531
2020
Q3 		$28K Buy
+1,448
New +$27.7K ﹤0.01% 551

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 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

Nachman Norwood & Parrott's FPE Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2020, closing a stake of 1,448 shares — an estimated $28K sold.

Nachman Norwood & Parrott first reported a position in FPE in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 333 funds tracked by Wall St. Rank hold FPE as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,448 First Trust Preferred Securities and Income ETF shares in Q4 2020, an estimated $28K.
  • Nachman Norwood & Parrott first reported a position in First Trust Preferred Securities and Income ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's First Trust Preferred Securities and Income ETF position peaked at $28K in Q3 2020.
  • 333 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.