Avestar Capital’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Avestar Capital’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 Q3	–	Sell	-1,500	Closed	-$29K	–	419
2019 Q2	$29K	Hold	1,500	–	–	0.02%	346
2019 Q1	$28K	Hold	1,500	–	–	0.02%	347
2018 Q4	$26K	Hold	1,500	–	–	0.02%	316
2018 Q3	$28K	Buy	+1,500	New	+$28.8K	0.02%	332

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

Avestar Capital's FPE Position: Q3 2019 in Review

Avestar Capital sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2019, closing a stake of 1,500 shares — an estimated $29K sold.

Avestar Capital first reported a position in FPE in Q3 2018 and held it in 4 quarters. The position peaked at $29K in Q2 2019. 261 funds tracked by Wall St. Rank hold FPE as of Q3 2019.

Avestar Capital reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 1,500 First Trust Preferred Securities and Income ETF shares in Q3 2019, an estimated $29K.
Avestar Capital first reported a position in First Trust Preferred Securities and Income ETF in Q3 2018 and held it in 4 quarters.
Avestar Capital's First Trust Preferred Securities and Income ETF position peaked at $29K in Q2 2019.
261 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.