WFMPM
FPE icon

Woodley Farra Manion Portfolio Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Woodley Farra Manion Portfolio Management’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
-118
Closed -$2K – 426
2019
Q4 		$2K Buy
+118
New +$2.35K ﹤0.01% 360

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

Woodley Farra Manion Portfolio Management's FPE Position: Q1 2020 in Review

Woodley Farra Manion Portfolio Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2020, closing a stake of 118 shares — an estimated $2K sold.

Woodley Farra Manion Portfolio Management first reported a position in FPE in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 301 funds tracked by Wall St. Rank hold FPE as of Q1 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 118 First Trust Preferred Securities and Income ETF shares in Q1 2020, an estimated $2K.
  • Woodley Farra Manion Portfolio Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and held it in 1 quarter.
  • Woodley Farra Manion Portfolio Management's First Trust Preferred Securities and Income ETF position peaked at $2K in Q4 2019.
  • 301 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2020, filed 8 May 2020.