Laurel Wealth Advisors (California)’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Laurel Wealth Advisors (California)’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
2020 Q1	–	Sell	-23,270	Closed	-$467K	–	386
2019 Q4	$467K	Buy	23,270 +7,500	+48%	+$149K	0.08%	267
2019 Q3	$309K	Buy	+15,770	New	+$308K	0.05%	332

Other funds holding FPEI

SEIA

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

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

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

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

PWM

Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return

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

PFC

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

RJA

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

QWM

QP Wealth Management Eatontown, New Jersey $70.1M AUM

Laurel Wealth Advisors (California)'s FPEI Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2020, closing a stake of 23,270 shares — an estimated $467K sold.

Laurel Wealth Advisors (California) first reported a position in FPEI in Q3 2019 and held it in 2 quarters. The position peaked at $467K in Q4 2019. 46 funds tracked by Wall St. Rank hold FPEI as of Q1 2020.

Laurel Wealth Advisors (California) reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2020 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 23,270 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2020, an estimated $467K.
Laurel Wealth Advisors (California) first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2019 and held it in 2 quarters.
Laurel Wealth Advisors (California)'s First Trust Institutional Preferred Securities and Income ETF position peaked at $467K in Q4 2019.
46 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.