Bellwether Investment Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bellwether Investment Group’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
2017 Q1	–	Sell	-15,758	Closed	-$299K	–	832
2016 Q4	$299K	Buy	+15,758	New	+$302K	0.27%	99
2016 Q2	$586K	Buy	+30,806	New	+$584K	0.64%	31

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

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

RJFSA

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Bellwether Investment Group's FPE Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2017, closing a stake of 15,758 shares — an estimated $299K sold.

Bellwether Investment Group first reported a position in FPE in Q2 2016 and held it in 2 quarters. The position peaked at $586K in Q2 2016. 107 funds tracked by Wall St. Rank hold FPE as of Q1 2017.

Bellwether Investment Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2017 after selling out during the quarter.
Bellwether Investment Group sold 15,758 First Trust Preferred Securities and Income ETF shares in Q1 2017, an estimated $299K.
Bellwether Investment Group first reported a position in First Trust Preferred Securities and Income ETF in Q2 2016 and held it in 2 quarters.
Bellwether Investment Group's First Trust Preferred Securities and Income ETF position peaked at $586K in Q2 2016.
107 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.