Mark Sheptoff Financial Planning’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Mark Sheptoff Financial Planning’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	-500	Closed	-$10K	–	340
2018 Q3	$10K	Hold	500	–	–	0.01%	290
2018 Q2	$10K	Hold	500	–	–	0.01%	279
2018 Q1	$10K	Buy	+500	New	+$9.88K	0.01%	285

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mark Sheptoff Financial Planning's FPE Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2018, closing a stake of 500 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in FPE in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 233 funds tracked by Wall St. Rank hold FPE as of Q4 2018.

Mark Sheptoff Financial Planning reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2018 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 500 First Trust Preferred Securities and Income ETF shares in Q4 2018, an estimated $10K.
Mark Sheptoff Financial Planning first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and held it in 3 quarters.
Mark Sheptoff Financial Planning's First Trust Preferred Securities and Income ETF position peaked at $10K in Q3 2018.
233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.