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

Washington 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
2021
Q4 		– Sell
-487
Closed -$10K – 988
2021
Q3 		$10K Buy
+487
New +$10.1K ﹤0.01% 779

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Washington Trust's FPE Position: Q4 2021 in Review

Washington Trust sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2021, closing a stake of 487 shares — an estimated $10K sold.

Washington Trust first reported a position in FPE in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 408 funds tracked by Wall St. Rank hold FPE as of Q4 2021.

  • Washington Trust reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2021 after selling out during the quarter.
  • Washington Trust sold 487 First Trust Preferred Securities and Income ETF shares in Q4 2021, an estimated $10K.
  • Washington Trust first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and held it in 1 quarter.
  • Washington Trust's First Trust Preferred Securities and Income ETF position peaked at $10K in Q3 2021.
  • 408 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.