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Sciencast Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Sciencast 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
2017
Q3 		– Sell
-10,760
Closed -$215K – 367
2017
Q2 		$215K Buy
+10,760
New +$213K 0.12% 308

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sciencast Management's FPE Position: Q3 2017 in Review

Sciencast Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2017, closing a stake of 10,760 shares — an estimated $215K sold.

Sciencast Management first reported a position in FPE in Q2 2017 and held it in 1 quarter. The position peaked at $215K in Q2 2017. 137 funds tracked by Wall St. Rank hold FPE as of Q3 2017.

  • Sciencast Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2017 after selling out during the quarter.
  • Sciencast Management sold 10,760 First Trust Preferred Securities and Income ETF shares in Q3 2017, an estimated $215K.
  • Sciencast Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2017 and held it in 1 quarter.
  • Sciencast Management's First Trust Preferred Securities and Income ETF position peaked at $215K in Q2 2017.
  • 137 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2017.

Based on Sciencast Management's 13F filing for Q3 2017, filed 14 Nov 2017.