Peak Capital Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Peak Capital Management’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
2017 Q3	–	Sell	-111,346	Closed	-$2.23M	–	71
2017 Q2	$2.23M	Buy	+111,346	New	+$2.21M	1.25%	19

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

RJA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Peak Capital Management's FPE Position: Q3 2017 in Review

Peak Capital Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2017, closing a stake of 111,346 shares — an estimated $2.23M sold.

Peak Capital Management first reported a position in FPE in Q2 2017 and held it in 1 quarter. The position peaked at $2.23M in Q2 2017. 137 funds tracked by Wall St. Rank hold FPE as of Q3 2017.

Peak Capital Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2017 after selling out during the quarter.
Peak Capital Management sold 111,346 First Trust Preferred Securities and Income ETF shares in Q3 2017, an estimated $2.23M.
Peak Capital Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2017 and held it in 1 quarter.
Peak Capital Management's First Trust Preferred Securities and Income ETF position peaked at $2.23M in Q2 2017.
137 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2017.

Based on Peak Capital Management's 13F filing for Q3 2017, filed 16 Oct 2017.