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

LVW 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
Q4 		– Sell
-65,006
Closed -$1.24M – 161
2018
Q3 		$1.24M Buy
65,006
+238
+0.4% +$4.57K 0.35% 56
2018
Q2 		$1.23M Sell
64,768
-2,564
-4% -$49.6K 0.39% 54
2018
Q1 		$1.31M Sell
67,332
-7,251
-10% -$143K 0.41% 50
2017
Q4 		$1.49M Buy
74,583
+262
+0.4% +$5.26K 0.44% 47
2017
Q3 		$1.49M Buy
74,321
+495
+0.7% +$9.95K 0.59% 37
2017
Q2 		$1.48M Buy
73,826
+492
+0.7% +$9.75K 0.52% 37
2017
Q1 		$1.43M Buy
73,334
+4,991
+7% +$96.7K 0.51% 41
2016
Q4 		$1.3M Buy
68,343
+35,027
+105% +$672K 0.45% 41
2016
Q3 		$651K Buy
33,316
+19,118
+135% +$373K 0.21% 62
2016
Q2 		$270K Hold
14,198
– – 0.1% 110
2016
Q1 		$265K Hold
14,198
– – 0.08% 122
2015
Q4 		$269K Buy
+14,198
New +$269K 0.11% 120

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
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return