WEPOG
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Wealth Enhancement & Preservation of GA’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Wealth Enhancement & Preservation of GA’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 		– Sell
-33,076
Closed -$648K – 48
2019
Q4 		$648K Buy
+33,076
New +$658K 0.33% 38

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's FPE Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2020, closing a stake of 33,076 shares — an estimated $648K sold.

Wealth Enhancement & Preservation of GA first reported a position in FPE in Q4 2019 and held it in 1 quarter. The position peaked at $648K in Q4 2019. 301 funds tracked by Wall St. Rank hold FPE as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 33,076 First Trust Preferred Securities and Income ETF shares in Q1 2020, an estimated $648K.
  • Wealth Enhancement & Preservation of GA first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's First Trust Preferred Securities and Income ETF position peaked at $648K in Q4 2019.
  • 301 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.