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Pittenger & Anderson Inc’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Pittenger & Anderson Inc’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
Q1 		– Sell
-600
Closed -$12K – 384
2017
Q4 		$12K Buy
+600
New +$12.1K ﹤0.01% 345

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UBS Group
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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Pittenger & Anderson Inc's FPE Position: Q1 2018 in Review

Pittenger & Anderson Inc sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2018, closing a stake of 600 shares — an estimated $12K sold.

Pittenger & Anderson Inc first reported a position in FPE in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 208 funds tracked by Wall St. Rank hold FPE as of Q1 2018.

  • Pittenger & Anderson Inc reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2018 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 600 First Trust Preferred Securities and Income ETF shares in Q1 2018, an estimated $12K.
  • Pittenger & Anderson Inc first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and held it in 1 quarter.
  • Pittenger & Anderson Inc's First Trust Preferred Securities and Income ETF position peaked at $12K in Q4 2017.
  • 208 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2018.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2018, filed 8 May 2018.