Raab & Moskowitz Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-286	Closed	-$5K	–	272
2019 Q4	$5K	Buy	+286	New	+$5.69K	﹤0.01%	450

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raab & Moskowitz Asset Management's FPE Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2020, closing a stake of 286 shares — an estimated $5K sold.

Raab & Moskowitz Asset Management first reported a position in FPE in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 301 funds tracked by Wall St. Rank hold FPE as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 286 First Trust Preferred Securities and Income ETF shares in Q1 2020, an estimated $5K.
Raab & Moskowitz Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and held it in 1 quarter.
Raab & Moskowitz Asset Management's First Trust Preferred Securities and Income ETF position peaked at $5K in Q4 2019.
301 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.