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Clear Perspective Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Clear Perspective 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
2017
Q4 		– Sell
-134
Closed -$3K – 472
2017
Q3 		$3K Buy
+134
New +$2.69K ﹤0.01% 413

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clear Perspective Advisors's FPE Position: Q4 2017 in Review

Clear Perspective Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2017, closing a stake of 134 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in FPE in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 180 funds tracked by Wall St. Rank hold FPE as of Q4 2017.

  • Clear Perspective Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 134 First Trust Preferred Securities and Income ETF shares in Q4 2017, an estimated $3K.
  • Clear Perspective Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's First Trust Preferred Securities and Income ETF position peaked at $3K in Q3 2017.
  • 180 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.