Principal Financial Group
FPE icon

Principal Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Principal Financial Group’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
2019
Q1 		– Sell
-25,247
Closed -$453K – 2218
2018
Q4 		$453K Buy
+25,247
New +$468K ﹤0.01% 1935

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UBS Group
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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Principal Financial Group's FPE Position: Q1 2019 in Review

Principal Financial Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2019, closing a stake of 25,247 shares — an estimated $453K sold.

Principal Financial Group first reported a position in FPE in Q4 2018 and held it in 1 quarter. The position peaked at $453K in Q4 2018. 233 funds tracked by Wall St. Rank hold FPE as of Q1 2019.

  • Principal Financial Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2019 after selling out during the quarter.
  • Principal Financial Group sold 25,247 First Trust Preferred Securities and Income ETF shares in Q1 2019, an estimated $453K.
  • Principal Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and held it in 1 quarter.
  • Principal Financial Group's First Trust Preferred Securities and Income ETF position peaked at $453K in Q4 2018.
  • 233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2019.

Based on Principal Financial Group's 13F filing for Q1 2019, filed 10 May 2019.