Stifel Nicolaus & Co’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Stifel Nicolaus & Co’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
2013 Q3	$864K	Buy	47,893 +747	+2%	+$13.9K	0.01%	716
2013 Q2	$923K	Buy	+47,146	New	+$954K	0.02%	654

Other funds holding FPE

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

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

Tower Trust Fort Wayne, Indiana $159M AUM 18.47% 1-Year Est. Return

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

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

AIM

Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Stifel Nicolaus & Co's FPE Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.6% in Q3 2013, buying an estimated $13.9K and bringing the position to 47,893 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #716.

Stifel Nicolaus & Co first reported a position in FPE in Q2 2013 and has held it in 2 quarters since. The position peaked at $923K in Q2 2013. 20 funds tracked by Wall St. Rank hold FPE as of Q3 2013.

Stifel Nicolaus & Co held 47,893 shares of First Trust Preferred Securities and Income ETF worth $864K as of Q3 2013.
Stifel Nicolaus & Co bought 747 First Trust Preferred Securities and Income ETF shares in Q3 2013, an estimated $13.9K.
First Trust Preferred Securities and Income ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #716 holding.
Stifel Nicolaus & Co first reported a position in First Trust Preferred Securities and Income ETF in Q2 2013 and has held it in 2 quarters since.
Stifel Nicolaus & Co's First Trust Preferred Securities and Income ETF position peaked at $923K in Q2 2013.
20 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.