NPP
FPE icon

New Potomac Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

New Potomac Partners’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
2024
Q3 		$2.08M Sell
115,175
-4,525
-4% -$80.3K 1.07% 40
2024
Q2 		$2.08M Buy
119,700
+520
+0.4% +$8.97K 1.14% 39
2024
Q1 		$2.06M Sell
119,180
-1,210
-1% -$20.7K 1.15% 40
2023
Q4 		$2.03M Sell
120,390
-1,800
-1% -$29K 1.21% 36
2023
Q3 		$1.95M Sell
122,190
-3,750
-3% -$60.4K 1.34% 32
2023
Q2 		$2.01M Sell
125,940
-3,260
-3% -$51.8K 1.33% 35
2023
Q1 		$2.06M Buy
129,200
+3,525
+3% +$60.8K 1.43% 33
2022
Q4 		$2.11M Buy
125,675
+980
+0.8% +$16.4K 1.56% 29
2022
Q3 		$2.08M Buy
124,695
+23,595
+23% +$416K 1.76% 23
2022
Q2 		$1.74M Buy
+101,100
New +$1.83M 1.4% 32

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 $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.28B AUM 19.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return