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Northwest Investment Counselors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Northwest Investment Counselors’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 		$2.46K Buy
+136
New +$2.41K ﹤0.01% 551

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwest Investment Counselors's FPE Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q3 2024: 136 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings.

413 funds tracked by Wall St. Rank hold FPE as of Q3 2024.

  • Northwest Investment Counselors held 136 shares of First Trust Preferred Securities and Income ETF worth $2.46K as of Q3 2024.
  • First Trust Preferred Securities and Income ETF was a new Northwest Investment Counselors position in Q3 2024.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #551 holding.
  • 413 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.