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Winslow Evans & Crocker’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Winslow Evans & Crocker’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
Q4 		$289K Sell
14,340
-12,137
-46% -$240K 0.05% 274
2020
Q3 		$508K Buy
26,477
+20,132
+317% +$384K 0.13% 161
2020
Q2 		$117K Sell
6,345
-30,033
-83% -$542K 0.03% 333
2020
Q1 		$598K Buy
36,378
+506
+1% +$9.71K 0.2% 111
2019
Q4 		$722K Sell
35,872
-136
-0.4% -$2.71K 0.18% 122
2019
Q3 		$712K Buy
36,008
+476
+1% +$9.34K 0.2% 110
2019
Q2 		$690K Buy
35,532
+30,386
+590% +$584K 0.19% 117
2019
Q1 		$100K Hold
5,146
– – 0.03% 384
2018
Q4 		$94K Hold
5,146
– – 0.03% 366
2018
Q3 		$100K Sell
5,146
-1,960
-28% -$37.6K 0.03% 371
2018
Q2 		$138K Hold
7,106
– – 0.04% 316
2018
Q1 		$138K Buy
7,106
+1,380
+24% +$27.3K 0.04% 305
2017
Q4 		$115K Buy
5,726
+1,976
+53% +$39.7K 0.04% 338
2017
Q3 		$75.3K Buy
3,750
+725
+24% +$14.6K 0.03% 403
2017
Q2 		$60.5K Sell
3,025
-1
-0% -$20 0.02% 516
2017
Q1 		$59K Hold
3,026
– – 0.02% 504
2016
Q4 		$57.4K Sell
3,026
-124
-4% -$2.38K 0.02% 504
2016
Q3 		$61.6K Buy
3,150
+1,274
+68% +$24.9K 0.02% 498
2016
Q2 		$35.7K Buy
1,876
+376
+25% +$7.12K 0.01% 589
2016
Q1 		$28K Sell
1,500
-100
-6% -$1.86K 0.01% 625
2015
Q4 		$30.3K Buy
+1,600
New +$30.3K 0.01% 646

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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winslow Evans & Crocker's FPE Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 46% in Q4 2020, selling an estimated $240K and leaving 14,340 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #274.

Winslow Evans & Crocker first reported a position in FPE in Q4 2015 and has held it in 21 quarters since. The position peaked at $722K in Q4 2019. 333 funds tracked by Wall St. Rank hold FPE as of Q4 2020.

  • Winslow Evans & Crocker held 14,340 shares of First Trust Preferred Securities and Income ETF worth $289K as of Q4 2020.
  • Winslow Evans & Crocker sold 12,137 First Trust Preferred Securities and Income ETF shares in Q4 2020, an estimated $240K.
  • First Trust Preferred Securities and Income ETF made up 0.05% of Winslow Evans & Crocker's portfolio in Q4 2020, its #274 holding.
  • Winslow Evans & Crocker first reported a position in First Trust Preferred Securities and Income ETF in Q4 2015 and has held it in 21 quarters since.
  • Winslow Evans & Crocker's First Trust Preferred Securities and Income ETF position peaked at $722K in Q4 2019.
  • 333 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.