First Allied Advisory Services’s Global X US Preferred ETF PFFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$5.58M	Sell	225,249 -40,588	-15%	-$995K	0.19%	118
2020 Q2	$6.25M	Sell	265,837 -29,060	-10%	-$677K	0.23%	101
2020 Q1	$6.45M	Sell	294,897 -136,026	-32%	-$3.28M	0.28%	84
2019 Q4	$10.8M	Sell	430,923 -21,970	-5%	-$548K	0.37%	51
2019 Q3	$11.4M	Sell	452,893 -256,633	-36%	-$6.37M	0.4%	42
2019 Q2	$17.4M	Sell	709,526 -74,703	-10%	-$1.81M	0.6%	25
2019 Q1	$18.9M	Sell	784,229 -12,849	-2%	-$305K	0.65%	23
2018 Q4	$18M	Buy	+797,078	New	+$18.5M	0.71%	18

Other funds holding PFFD

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MIM

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

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

First Allied Advisory Services reduced its Global X US Preferred ETF (PFFD) stake by 15% in Q3 2020, selling an estimated $995K and leaving 225,249 shares worth $5.58M. The position accounts for 0.19% of the portfolio, ranked #118.

First Allied Advisory Services first reported a position in PFFD in Q4 2018 and has held it in 8 quarters since. The position peaked at $18.9M in Q1 2019. 98 funds tracked by Wall St. Rank hold PFFD as of Q3 2020.

First Allied Advisory Services held 225,249 shares of Global X US Preferred ETF worth $5.58M as of Q3 2020.
First Allied Advisory Services sold 40,588 Global X US Preferred ETF shares in Q3 2020, an estimated $995K.
Global X US Preferred ETF made up 0.19% of First Allied Advisory Services's portfolio in Q3 2020, its #118 holding.
First Allied Advisory Services first reported a position in Global X US Preferred ETF in Q4 2018 and has held it in 8 quarters since.
First Allied Advisory Services's Global X US Preferred ETF position peaked at $18.9M in Q1 2019.
98 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2020.

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