First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) Stock Holdings Lifted by RFG Advisory LLC

RFG Advisory LLC lifted its position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) by 5.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 163,165 shares of the company’s stock after acquiring an additional 9,091 shares during the period. RFG Advisory LLC owned about 0.05% of First Trust Preferred Securities and Income ETF worth $2,888,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Creative Planning grew its position in First Trust Preferred Securities and Income ETF by 32.8% during the third quarter. Creative Planning now owns 14,869 shares of the company’s stock valued at $269,000 after purchasing an additional 3,669 shares in the last quarter. Farther Finance Advisors LLC grew its position in First Trust Preferred Securities and Income ETF by 5.8% during the third quarter. Farther Finance Advisors LLC now owns 10,174 shares of the company’s stock valued at $184,000 after purchasing an additional 559 shares in the last quarter. Acorn Wealth Advisors LLC purchased a new position in First Trust Preferred Securities and Income ETF during the third quarter valued at approximately $318,000. JPMorgan Chase & Co. grew its position in First Trust Preferred Securities and Income ETF by 29.4% during the third quarter. JPMorgan Chase & Co. now owns 989,613 shares of the company’s stock valued at $17,912,000 after purchasing an additional 224,647 shares in the last quarter. Finally, Elevation Capital Advisory LLC purchased a new position in First Trust Preferred Securities and Income ETF during the second quarter valued at approximately $5,750,000.

First Trust Preferred Securities and Income ETF Stock Down 0.1 %

Shares of FPE opened at $17.72 on Friday. The company’s 50 day moving average price is $17.80 and its 200 day moving average price is $17.84. First Trust Preferred Securities and Income ETF has a 52 week low of $16.95 and a 52 week high of $18.23.

First Trust Preferred Securities and Income ETF Company Profile

The First Trust Preferred Securities and Income ETF (FPE) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that attempts to generate income by investing globally in preferred equities and income producing debt across the market cap spectrum.