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

Verus 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
2020 Q1	$398K	Buy	24,249 +21,124	+676%	+$405K	0.13%	110
2019 Q4	$63K	Buy	+3,125	New	+$62.2K	0.02%	521

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Verus Capital Partners's FPE Position: Q1 2020 in Review

Verus Capital Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 676% in Q1 2020, buying an estimated $405K and bringing the position to 24,249 shares worth $398K. The position accounts for 0.13% of the portfolio, ranked #110.

Verus Capital Partners first reported a position in FPE in Q4 2019 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold FPE as of Q1 2020.

Verus Capital Partners held 24,249 shares of First Trust Preferred Securities and Income ETF worth $398K as of Q1 2020.
Verus Capital Partners bought 21,124 First Trust Preferred Securities and Income ETF shares in Q1 2020, an estimated $405K.
First Trust Preferred Securities and Income ETF made up 0.13% of Verus Capital Partners's portfolio in Q1 2020, its #110 holding.
Verus Capital Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 2 quarters since.
301 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.