Financial Gravity Companies’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Financial Gravity Companies’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
2018 Q4	$143K	Buy	+7,630	New	+$142K	0.13%	167
2018 Q1	$112K	Buy	5,757 +946	+20%	+$18.7K	0.11%	174
2017 Q4	$95K	Buy	+4,811	New	+$96.6K	0.11%	183

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HWA

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

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Financial Gravity Companies's FPE Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q4 2018: 7,630 shares worth $143K. The stake represents 0.13% of the portfolio and ranks #167 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FPE as recently as Q1 2018.

Financial Gravity Companies first reported a position in FPE in Q4 2017 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold FPE as of Q4 2018.

Financial Gravity Companies held 7,630 shares of First Trust Preferred Securities and Income ETF worth $143K as of Q4 2018.
First Trust Preferred Securities and Income ETF was a new Financial Gravity Companies position in Q4 2018.
First Trust Preferred Securities and Income ETF made up 0.13% of Financial Gravity Companies's portfolio in Q4 2018, its #167 holding.
Financial Gravity Companies first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 3 quarters since.
233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.