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TFO Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-500
Closed -$9K – 167
2020
Q2 		$9K Buy
+500
New +$9.03K ﹤0.01% 95

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

TFO Wealth Partners's FPE Position: Q3 2020 in Review

TFO Wealth Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2020, closing a stake of 500 shares — an estimated $9K sold.

TFO Wealth Partners first reported a position in FPE in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 289 funds tracked by Wall St. Rank hold FPE as of Q3 2020.

  • TFO Wealth Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 500 First Trust Preferred Securities and Income ETF shares in Q3 2020, an estimated $9K.
  • TFO Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2020 and held it in 1 quarter.
  • TFO Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $9K in Q2 2020.
  • 289 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2020.

Based on TFO Wealth Partners's 13F filing for Q3 2020, filed 14 Oct 2020.