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

Lenox Wealth 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	–	Sell	-3,476	Closed	-$70K	–	833
2019 Q4	$70K	Buy	+3,476	New	+$69.2K	0.01%	143
2018 Q2	–	Sell	-1,173	Closed	-$23K	–	580
2018 Q1	$23K	Buy	+1,173	New	+$23.2K	0.01%	251

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

Lenox Wealth Advisors's FPE Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2020, closing a stake of 3,476 shares — an estimated $70K sold.

Lenox Wealth Advisors first reported a position in FPE in Q1 2018 and held it in 2 quarters. The position peaked at $70K in Q4 2019. 301 funds tracked by Wall St. Rank hold FPE as of Q1 2020.

Lenox Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 3,476 First Trust Preferred Securities and Income ETF shares in Q1 2020, an estimated $70K.
Lenox Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and held it in 2 quarters.
Lenox Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $70K in Q4 2019.
301 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.