FWM
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FFT Wealth Management’s Global X MLP ETF MLPA Stock Holding History

FFT Wealth Management’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,706
Closed -$505K – 109
2022
Q2 		$505K Buy
13,706
+263
+2% +$10.7K 0.06% 32
2022
Q1 		$542K Buy
13,443
+239
+2% +$9.31K 0.05% 36
2021
Q4 		$462K Buy
13,204
+253
+2% +$9.08K 0.04% 42
2021
Q3 		$457K Hold
12,951
– – 0.04% 52
2021
Q2 		$501K Sell
12,951
-205,881
-94% -$7.58M 0.11% 23
2021
Q1 		$7.24M Sell
218,832
-147,983
-40% -$4.61M 2.37% 11
2020
Q4 		$10.1M Sell
366,815
-34,141
-9% -$882K 3.46% 10
2020
Q3 		$8.8M Sell
400,956
-851
-0.2% -$21.7K 3.78% 8
2020
Q2 		$10.9M Buy
+401,807
New +$10.8M 3.29% 9
2020
Q1 		– Sell
-151,307
Closed -$7.15M – 40
2019
Q4 		$7.15M Buy
151,307
+16,145
+12% +$753K 1.93% 13
2019
Q3 		$6.8M Buy
135,162
+2,832
+2% +$146K 2.05% 14
2019
Q2 		$7M Buy
132,330
+3,032
+2% +$160K 2.71% 11
2019
Q1 		$6.88M Buy
129,298
+22,426
+21% +$1.17M 2.61% 11
2018
Q4 		$4.92M Sell
106,872
-106,385
-50% -$5.61M 2.14% 15
2018
Q3 		$12.2M Buy
213,257
+2,046
+1% +$119K 4.5% 7
2018
Q2 		$11.6M Buy
+211,211
New +$11.5M 4.3% 9

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return