SEI Investments
FPE icon

SEI Investments’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-3,665
Closed -$70K – 2802
2018
Q2 		$70K Buy
+3,665
New +$70.9K ﹤0.01% 2397
2018
Q1 		– Sell
-10,700
Closed -$214K – 3535
2017
Q4 		$214K Buy
10,700
+7,778
+266% +$156K ﹤0.01% 1890
2017
Q3 		$58K Buy
2,922
+1,796
+160% +$36.1K ﹤0.01% 2237
2017
Q2 		$23K Buy
+1,126
New +$22.3K ﹤0.01% 2414
2016
Q3 		– Sell
-1,000
Closed -$19K – 2889
2016
Q2 		$19K Buy
+1,000
New +$18.9K ﹤0.01% 2164

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Cambridge Investment Research Advisors
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
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return