TT
FPE icon

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

Tower Trust’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
2014
Q1 		$1.15M Sell
61,390
-2,757
-4% -$50.9K 0.73% 36
2013
Q4 		$1.15M Sell
64,147
-27,029
-30% -$488K 0.7% 45
2013
Q3 		$1.64M Sell
91,176
-16,627
-15% -$310K 1.11% 27
2013
Q2 		$2.11M Buy
+107,803
New +$2.18M 1.52% 19

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $327M AUM 21.91% 1-Year Est. Return