Institutional & Family Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Institutional & Family Asset Management’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
2019 Q1	–	Sell	-500	Closed	-$9K	–	853
2018 Q4	$9K	Hold	500	–	–	﹤0.01%	491
2018 Q3	$10K	Hold	500	–	–	﹤0.01%	531
2018 Q2	$10K	Hold	500	–	–	﹤0.01%	528
2018 Q1	$10K	Buy	+500	New	+$9.88K	﹤0.01%	504

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

MAP

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

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

RJA

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

Institutional & Family Asset Management's FPE Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2019, closing a stake of 500 shares — an estimated $9K sold.

Institutional & Family Asset Management first reported a position in FPE in Q1 2018 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 233 funds tracked by Wall St. Rank hold FPE as of Q1 2019.

Institutional & Family Asset Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 500 First Trust Preferred Securities and Income ETF shares in Q1 2019, an estimated $9K.
Institutional & Family Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and held it in 4 quarters.
Institutional & Family Asset Management's First Trust Preferred Securities and Income ETF position peaked at $10K in Q3 2018.
233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.