American Financial Network Advisory Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

American Financial Network Advisory Services’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
2019 Q2	–	Sell	-11,294	Closed	-$215K	–	142
2019 Q1	$215K	Sell	11,294 -153	-1%	-$2.87K	0.16%	132
2018 Q4	$205K	Hold	11,447	–	–	0.15%	150
2018 Q3	$219K	Buy	11,447 +11,437	+114,370%	+$219K	0.12%	166
2018 Q2	$218	Sell	10 -2	-17%	-$39	0.12%	167
2018 Q1	$282	Sell	12 -47,471	-100%	-$939K	0.15%	142
2017 Q4	$950K	Buy	+47,483	New	+$954K	0.4%	85

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

American Financial Network Advisory Services's FPE Position: Q2 2019 in Review

American Financial Network Advisory Services sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2019, closing a stake of 11,294 shares — an estimated $215K sold.

American Financial Network Advisory Services first reported a position in FPE in Q4 2017 and held it in 6 quarters. The position peaked at $950K in Q4 2017. 244 funds tracked by Wall St. Rank hold FPE as of Q2 2019.

American Financial Network Advisory Services reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2019 after selling out during the quarter.
American Financial Network Advisory Services sold 11,294 First Trust Preferred Securities and Income ETF shares in Q2 2019, an estimated $215K.
American Financial Network Advisory Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and held it in 6 quarters.
American Financial Network Advisory Services's First Trust Preferred Securities and Income ETF position peaked at $950K in Q4 2017.
244 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2019.

Based on American Financial Network Advisory Services's 13F filing for Q2 2019, filed 9 Aug 2019.