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

Pinnacle Family 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
2019 Q3	–	Sell	-44,275	Closed	-$858K	–	77
2019 Q2	$858K	Buy	+44,275	New	+$851K	0.71%	33
2018 Q4	–	Sell	-94,985	Closed	-$1.81M	–	64
2018 Q3	$1.81M	Buy	+94,985	New	+$1.82M	0.96%	24
2018 Q1	–	Sell	-135,734	Closed	-$2.72M	–	67
2017 Q4	$2.72M	Sell	135,734 -2,125	-2%	-$42.7K	1.25%	28
2017 Q3	$2.77M	Buy	137,859 +15,230	+12%	+$306K	1.3%	25
2017 Q2	$2.45M	Buy	+122,629	New	+$2.43M	1.37%	20

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

Pinnacle Family Advisors's FPE Position: Q3 2019 in Review

Pinnacle Family Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2019, closing a stake of 44,275 shares — an estimated $858K sold.

Pinnacle Family Advisors first reported a position in FPE in Q2 2017 and held it in 5 quarters. The position peaked at $2.77M in Q3 2017. 261 funds tracked by Wall St. Rank hold FPE as of Q3 2019.

Pinnacle Family Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2019 after selling out during the quarter.
Pinnacle Family Advisors sold 44,275 First Trust Preferred Securities and Income ETF shares in Q3 2019, an estimated $858K.
Pinnacle Family Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2017 and held it in 5 quarters.
Pinnacle Family Advisors's First Trust Preferred Securities and Income ETF position peaked at $2.77M in Q3 2017.
261 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2019.

Based on Pinnacle Family Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.