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Family Legacy Inc’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Family Legacy Inc’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
2018
Q1 		– Sell
-78,611
Closed -$1.57M – 105
2017
Q4 		$1.57M Buy
+78,611
New +$1.59M 1.42% 24

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PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Family Legacy Inc's FPEI Position: Q1 2018 in Review

Family Legacy Inc sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2018, closing a stake of 78,611 shares — an estimated $1.57M sold.

Family Legacy Inc first reported a position in FPEI in Q4 2017 and held it in 1 quarter. The position peaked at $1.57M in Q4 2017. 21 funds tracked by Wall St. Rank hold FPEI as of Q1 2018.

  • Family Legacy Inc reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2018 after selling out during the quarter.
  • Family Legacy Inc sold 78,611 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2018, an estimated $1.57M.
  • Family Legacy Inc first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2017 and held it in 1 quarter.
  • Family Legacy Inc's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.57M in Q4 2017.
  • 21 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2018.

Based on Family Legacy Inc's 13F filing for Q1 2018, filed 15 May 2018.