Accurate Investment Solutions’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Accurate Investment Solutions’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
2018 Q3	–	Sell	-51	Closed	-$1K	–	420
2018 Q2	$1K	Hold	51	–	–	﹤0.01%	460
2018 Q1	$1K	Hold	51	–	–	﹤0.01%	443
2017 Q4	$1K	Hold	51	–	–	﹤0.01%	440
2017 Q3	$1K	Buy	+51	New	+$1.02K	﹤0.01%	451

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Accurate Investment Solutions's FPE Position: Q3 2018 in Review

Accurate Investment Solutions sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2018, closing a stake of 51 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in FPE in Q3 2017 and held it in 4 quarters. The position peaked at $1K in Q2 2018. 204 funds tracked by Wall St. Rank hold FPE as of Q3 2018.

Accurate Investment Solutions reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2018 after selling out during the quarter.
Accurate Investment Solutions sold 51 First Trust Preferred Securities and Income ETF shares in Q3 2018, an estimated $1K.
Accurate Investment Solutions first reported a position in First Trust Preferred Securities and Income ETF in Q3 2017 and held it in 4 quarters.
Accurate Investment Solutions's First Trust Preferred Securities and Income ETF position peaked at $1K in Q2 2018.
204 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.