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Nauset Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Nauset Wealth Management’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
2022
Q1 		$57K Buy
+3,003
New +$58.5K 0.05% 113

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Nauset Wealth Management's FPE Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q1 2022: 3,003 shares worth $57K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings.

421 funds tracked by Wall St. Rank hold FPE as of Q1 2022.

  • Nauset Wealth Management held 3,003 shares of First Trust Preferred Securities and Income ETF worth $57K as of Q1 2022.
  • First Trust Preferred Securities and Income ETF was a new Nauset Wealth Management position in Q1 2022.
  • First Trust Preferred Securities and Income ETF made up 0.05% of Nauset Wealth Management's portfolio in Q1 2022, its #113 holding.
  • 421 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.