Financial Architects (New Jersey)’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Financial Architects (New Jersey)’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
2016 Q4	–	Sell	-1,850	Closed	-$36K	–	1427
2016 Q3	$36K	Buy	+1,850	New	+$36.1K	0.01%	673

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Financial Architects (New Jersey)'s FPE Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2016, closing a stake of 1,850 shares — an estimated $36K sold.

Financial Architects (New Jersey) first reported a position in FPE in Q3 2016 and held it in 1 quarter. The position peaked at $36K in Q3 2016. 98 funds tracked by Wall St. Rank hold FPE as of Q4 2016.

Financial Architects (New Jersey) reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,850 First Trust Preferred Securities and Income ETF shares in Q4 2016, an estimated $36K.
Financial Architects (New Jersey) first reported a position in First Trust Preferred Securities and Income ETF in Q3 2016 and held it in 1 quarter.
Financial Architects (New Jersey)'s First Trust Preferred Securities and Income ETF position peaked at $36K in Q3 2016.
98 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.