First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) Shares Acquired by Castle Rock Wealth Management LLC

Castle Rock Wealth Management LLC raised its stake in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) by 37.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 47,659 shares of the company’s stock after purchasing an additional 12,873 shares during the quarter. First Trust Preferred Securities and Income ETF accounts for about 1.0% of Castle Rock Wealth Management LLC’s portfolio, making the stock its 19th biggest position. Castle Rock Wealth Management LLC’s holdings in First Trust Preferred Securities and Income ETF were worth $925,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of FPE. Capital Investment Advisory Services LLC grew its holdings in shares of First Trust Preferred Securities and Income ETF by 143.6% in the second quarter. Capital Investment Advisory Services LLC now owns 19,510 shares of the company’s stock valued at $383,000 after acquiring an additional 11,500 shares in the last quarter. SRS Capital Advisors Inc. bought a new position in shares of First Trust Preferred Securities and Income ETF in the second quarter valued at approximately $14,964,000. Migdal Insurance & Financial Holdings Ltd. grew its holdings in First Trust Preferred Securities and Income ETF by 8.8% during the second quarter. Migdal Insurance & Financial Holdings Ltd. now owns 238,980 shares of the company’s stock valued at $4,634,000 after purchasing an additional 19,353 shares during the period. Karp Capital Management Corp grew its holdings in First Trust Preferred Securities and Income ETF by 7.2% during the second quarter. Karp Capital Management Corp now owns 377,464 shares of the company’s stock valued at $7,319,000 after purchasing an additional 25,400 shares during the period. Finally, BB&T Securities LLC grew its holdings in First Trust Preferred Securities and Income ETF by 55.0% during the second quarter. BB&T Securities LLC now owns 561,055 shares of the company’s stock valued at $10,878,000 after purchasing an additional 199,157 shares during the period.

NYSEARCA FPE traded up $0.01 on Friday, hitting $19.73. 105 shares of the stock traded hands, compared to its average volume of 1,075,182. The business’s fifty day moving average is $19.60 and its two-hundred day moving average is $19.30. First Trust Preferred Securities and Income ETF has a 12 month low of $17.76 and a 12 month high of $19.76.

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Institutional Ownership by Quarter for First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)

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