BB&T Securities’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

BB&T Securities’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 Q3	$422K	Buy	21,444 +99	+0.5%	+$1.94K	﹤0.01%	1171
2019 Q2	$414K	Buy	21,345 +396	+2%	+$7.59K	﹤0.01%	1189
2019 Q1	$398K	Buy	20,949 +3,519	+20%	+$65.8K	﹤0.01%	1177
2018 Q4	$317K	Hold	17,430	–	–	﹤0.01%	1170
2018 Q3	$330K	Buy	17,430 +3,877	+29%	+$74.1K	﹤0.01%	1287
2018 Q2	$257K	Buy	13,553 +253	+2%	+$4.9K	﹤0.01%	1351
2018 Q1	$259K	Buy	+13,300	New	+$265K	﹤0.01%	1297

Other funds holding FPEI

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $4.94B AUM 23.73% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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