First Allied Advisory Services’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

First Allied Advisory Services’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.2M	Buy	54,295 +1,149	+2%	+$28.5K	0.04%	423
2020 Q2	$1.32M	Buy	+53,146	New	+$1.28M	0.05%	376
2020 Q1	–	Sell	-100,665	Closed	-$3.73M	–	1170
2019 Q4	$3.73M	Sell	100,665 -37,874	-27%	-$1.33M	0.13%	189
2019 Q3	$5.1M	Sell	138,539 -72,971	-35%	-$2.71M	0.18%	136
2019 Q2	$8.22M	Sell	211,510 -19,634	-8%	-$764K	0.28%	79
2019 Q1	$9.15M	Buy	+231,144	New	+$8.78M	0.31%	64
2018 Q4	–	Sell	-7,251	Closed	-$291K	–	1144
2018 Q3	$291K	Buy	7,251 +746	+11%	+$30.6K	0.01%	918
2018 Q2	$262K	Buy	6,505 +412	+7%	+$15.8K	0.01%	945
2018 Q1	$214K	Buy	6,093 +3,553	+140%	+$140K	0.01%	1012
2017 Q4	$103K	Buy	+2,540	New	+$100K	﹤0.01%	1196

Other funds holding MLPX

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

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

ECM

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

First Allied Advisory Services's MLPX Position: Q3 2020 in Review

First Allied Advisory Services increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 2.2% in Q3 2020, buying an estimated $28.5K and bringing the position to 54,295 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #423.

First Allied Advisory Services first reported a position in MLPX in Q4 2017 and has held it in 10 quarters since. The position peaked at $9.15M in Q1 2019. 96 funds tracked by Wall St. Rank hold MLPX as of Q3 2020.

First Allied Advisory Services held 54,295 shares of Global X MLP & Energy Infrastructure ETF worth $1.2M as of Q3 2020.
First Allied Advisory Services bought 1,149 Global X MLP & Energy Infrastructure ETF shares in Q3 2020, an estimated $28.5K.
Global X MLP & Energy Infrastructure ETF made up 0.04% of First Allied Advisory Services's portfolio in Q3 2020, its #423 holding.
First Allied Advisory Services first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2017 and has held it in 10 quarters since.
First Allied Advisory Services's Global X MLP & Energy Infrastructure ETF position peaked at $9.15M in Q1 2019.
96 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.