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	1.89%	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	2.67%	11
2019 Q1	$6.88M	Buy	129,298 +22,426	+21%	+$1.17M	2.59%	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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

FFT Wealth Management's MLPA Position: Q3 2022 in Review

FFT Wealth Management sold out of Global X MLP ETF (MLPA) in Q3 2022, closing a stake of 13,706 shares — an estimated $505K sold.

FFT Wealth Management first reported a position in MLPA in Q2 2018 and held it in 16 quarters. The position peaked at $12.2M in Q3 2018. 169 funds tracked by Wall St. Rank hold MLPA as of Q3 2022.

FFT Wealth Management reported no remaining Global X MLP ETF position as of Q3 2022 after selling out during the quarter.
FFT Wealth Management sold 13,706 Global X MLP ETF shares in Q3 2022, an estimated $505K.
FFT Wealth Management first reported a position in Global X MLP ETF in Q2 2018 and held it in 16 quarters.
FFT Wealth Management's Global X MLP ETF position peaked at $12.2M in Q3 2018.
169 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2022.

Based on FFT Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.