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

Legacy Financial 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
2018
Q1 		– Sell
-375
Closed -$7K – 851
2017
Q4 		$7K Buy
+375
New +$7.53K ﹤0.01% 567

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Legacy Financial Advisors's FPE Position: Q1 2018 in Review

Legacy Financial Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2018, closing a stake of 375 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in FPE in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 208 funds tracked by Wall St. Rank hold FPE as of Q1 2018.

  • Legacy Financial Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 375 First Trust Preferred Securities and Income ETF shares in Q1 2018, an estimated $7K.
  • Legacy Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $7K in Q4 2017.
  • 208 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.