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Reilly Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Reilly Financial 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
2020
Q2 		– Sell
-321
Closed -$5K – 910
2020
Q1 		$5K Buy
+321
New +$6.16K ﹤0.01% 677

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Reilly Financial Advisors's FPE Position: Q2 2020 in Review

Reilly Financial Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2020, closing a stake of 321 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in FPE in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 305 funds tracked by Wall St. Rank hold FPE as of Q2 2020.

  • Reilly Financial Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 321 First Trust Preferred Securities and Income ETF shares in Q2 2020, an estimated $5K.
  • Reilly Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and held it in 1 quarter.
  • Reilly Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $5K in Q1 2020.
  • 305 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.