BDO Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

BDO Wealth Advisors’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 Q4	–	Sell	-175	Closed	-$3K	–	575
2018 Q3	$3K	Hold	175	–	–	﹤0.01%	530
2018 Q2	$3K	Hold	175	–	–	﹤0.01%	544
2018 Q1	$3K	Buy	+175	New	+$3.46K	﹤0.01%	472
2017 Q3	–	Sell	-175	Closed	-$4K	–	477
2017 Q2	$4K	Buy	+175	New	+$3.47K	﹤0.01%	443

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

RJFSA

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

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

MAP

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BDO Wealth Advisors's FPE Position: Q4 2018 in Review

BDO Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2018, closing a stake of 175 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in FPE in Q2 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2017. 233 funds tracked by Wall St. Rank hold FPE as of Q4 2018.

BDO Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2018 after selling out during the quarter.
BDO Wealth Advisors sold 175 First Trust Preferred Securities and Income ETF shares in Q4 2018, an estimated $3K.
BDO Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2017 and held it in 4 quarters.
BDO Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $4K in Q2 2017.
233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.