Global Wealth Management Investment Advisory’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-75	Closed	-$1K	–	505
2020 Q2	$1K	Sell	75 -142	-65%	-$2.56K	﹤0.01%	555
2020 Q1	$4K	Hold	217	–	–	﹤0.01%	430
2019 Q4	$4K	Hold	217	–	–	﹤0.01%	451
2019 Q3	$4K	Sell	217 -92	-30%	-$1.8K	﹤0.01%	421
2019 Q2	$6K	Sell	309 -2,134	-87%	-$41K	﹤0.01%	420
2019 Q1	$47K	Sell	2,443 -3,528	-59%	-$66.1K	0.02%	212
2018 Q4	$107K	Buy	+5,971	New	+$111K	0.06%	167

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

RJFSA

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

TNBTD

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

RJA

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

Global Wealth Management Investment Advisory's FPE Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2020, closing a stake of 75 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in FPE in Q4 2018 and held it in 7 quarters. The position peaked at $107K in Q4 2018. 289 funds tracked by Wall St. Rank hold FPE as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 75 First Trust Preferred Securities and Income ETF shares in Q3 2020, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's First Trust Preferred Securities and Income ETF position peaked at $107K in Q4 2018.
289 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.