Lake Point Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Lake Point Wealth Management’s Portfolio FPEI Stock Details FPEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-89	Closed	-$2K	–	737
2018 Q4	$2K	Buy	+89	New	+$1.66K	﹤0.01%	672

Other funds holding FPEI

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

RJFSA

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lake Point Wealth Management's FPEI Position: Q1 2019 in Review

Lake Point Wealth Management sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2019, closing a stake of 89 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in FPEI in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 35 funds tracked by Wall St. Rank hold FPEI as of Q1 2019.

Lake Point Wealth Management reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 89 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2019, an estimated $2K.
Lake Point Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $2K in Q4 2018.
35 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.