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Aviance Capital Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Aviance Capital Management’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$132K Sell
6,960
-965
-12% -$18.1K 0.02% 169
2018
Q4 		$145K Sell
7,925
-10,705
-57% -$200K 0.02% 164
2018
Q3 		$354K Sell
18,630
-8,145
-30% -$156K 0.03% 133
2018
Q2 		$509K Sell
26,775
-162,430
-86% -$3.15M 0.04% 132
2018
Q1 		$3.69M Buy
189,205
+9,113
+5% +$182K 0.28% 65
2017
Q4 		$3.63M Buy
+180,092
New +$3.63M 0.26% 66

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return