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Calton & Associates’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Calton & Associates’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
Q1 		– Sell
-665
Closed -$13K – 667
2017
Q4 		$13K Buy
+665
New +$13.4K ﹤0.01% 989

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Calton & Associates's FPE Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2018, closing a stake of 665 shares — an estimated $13K sold.

Calton & Associates first reported a position in FPE in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 208 funds tracked by Wall St. Rank hold FPE as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 665 First Trust Preferred Securities and Income ETF shares in Q1 2018, an estimated $13K.
  • Calton & Associates first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Preferred Securities and Income ETF position peaked at $13K in Q4 2017.
  • 208 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.