JOYN Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

JOYN Advisors’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 Q1	$448K	Buy	27,312 +15,596	+133%	+$299K	0.15%	54
2019 Q4	$235K	Buy	+11,716	New	+$233K	0.05%	104

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

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

JOYN Advisors's FPE Position: Q1 2020 in Review

JOYN Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 133% in Q1 2020, buying an estimated $299K and bringing the position to 27,312 shares worth $448K. The position accounts for 0.15% of the portfolio, ranked #54.

JOYN Advisors first reported a position in FPE in Q4 2019 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold FPE as of Q1 2020.

JOYN Advisors held 27,312 shares of First Trust Preferred Securities and Income ETF worth $448K as of Q1 2020.
JOYN Advisors bought 15,596 First Trust Preferred Securities and Income ETF shares in Q1 2020, an estimated $299K.
First Trust Preferred Securities and Income ETF made up 0.15% of JOYN Advisors's portfolio in Q1 2020, its #54 holding.
JOYN Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 2 quarters since.
301 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.