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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
2019
Q1 		– Sell
-18,490
Closed -$332K – 1336
2018
Q4 		$332K Buy
+18,490
New +$343K 0.11% 192

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.