Twin Focus Capital Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Twin Focus Capital 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
2021 Q2	–	Sell	-20,000	Closed	-$403K	–	192
2021 Q1	$403K	Hold	20,000	–	–	0.12%	98
2020 Q4	$404K	Buy	+20,000	New	+$395K	0.12%	97

Other funds holding FPE

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

RJA

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

Twin Focus Capital Partners's FPE Position: Q2 2021 in Review

Twin Focus Capital Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2021, closing a stake of 20,000 shares — an estimated $403K sold.

Twin Focus Capital Partners first reported a position in FPE in Q4 2020 and held it in 2 quarters. The position peaked at $404K in Q4 2020. 356 funds tracked by Wall St. Rank hold FPE as of Q2 2021.

Twin Focus Capital Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2021 after selling out during the quarter.
Twin Focus Capital Partners sold 20,000 First Trust Preferred Securities and Income ETF shares in Q2 2021, an estimated $403K.
Twin Focus Capital Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and held it in 2 quarters.
Twin Focus Capital Partners's First Trust Preferred Securities and Income ETF position peaked at $404K in Q4 2020.
356 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2021.

Based on Twin Focus Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.