Allianz Life Insurance of North America’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Allianz Life Insurance of North America’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	$313K	Buy	16,393 +1,566	+11%	+$30.1K	0.34%	77
2018 Q2	$311K	Sell	14,827 -8,686	-37%	-$168K	0.37%	75
2018 Q1	$380K	Buy	23,513 +513	+2%	+$10.1K	0.53%	54
2017 Q4	$460K	Buy	23,000 +3,350	+17%	+$67.3K	1%	21
2017 Q3	$395K	Buy	19,650 +5,100	+35%	+$102K	1.05%	19
2017 Q2	$289K	Buy	+14,550	New	+$288K	0.84%	23

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Allianz Life Insurance of North America's FPE Position: Q3 2018 in Review

Allianz Life Insurance of North America increased its First Trust Preferred Securities and Income ETF (FPE) stake by 11% in Q3 2018, buying an estimated $30.1K and bringing the position to 16,393 shares worth $313K. The position accounts for 0.34% of the portfolio, ranked #77.

Allianz Life Insurance of North America first reported a position in FPE in Q2 2017 and has held it in 6 quarters since. The position peaked at $460K in Q4 2017. 205 funds tracked by Wall St. Rank hold FPE as of Q3 2018.

Allianz Life Insurance of North America held 16,393 shares of First Trust Preferred Securities and Income ETF worth $313K as of Q3 2018.
Allianz Life Insurance of North America bought 1,566 First Trust Preferred Securities and Income ETF shares in Q3 2018, an estimated $30.1K.
First Trust Preferred Securities and Income ETF made up 0.34% of Allianz Life Insurance of North America's portfolio in Q3 2018, its #77 holding.
Allianz Life Insurance of North America first reported a position in First Trust Preferred Securities and Income ETF in Q2 2017 and has held it in 6 quarters since.
Allianz Life Insurance of North America's First Trust Preferred Securities and Income ETF position peaked at $460K in Q4 2017.
205 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q3 2018, filed 16 Oct 2018.