PCA
FPE icon

Prosperity Capital Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Prosperity Capital Advisors’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
2023
Q4 		– Sell
-11,889
Closed -$190K – 265
2023
Q3 		$190K Buy
+11,889
New +$191K 0.03% 232

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Prosperity Capital Advisors's FPE Position: Q4 2023 in Review

Prosperity Capital Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2023, closing a stake of 11,889 shares — an estimated $190K sold.

Prosperity Capital Advisors first reported a position in FPE in Q3 2023 and held it in 1 quarter. The position peaked at $190K in Q3 2023. 405 funds tracked by Wall St. Rank hold FPE as of Q4 2023.

  • Prosperity Capital Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Prosperity Capital Advisors sold 11,889 First Trust Preferred Securities and Income ETF shares in Q4 2023, an estimated $190K.
  • Prosperity Capital Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2023 and held it in 1 quarter.
  • Prosperity Capital Advisors's First Trust Preferred Securities and Income ETF position peaked at $190K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2023.

Based on Prosperity Capital Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.