Questar Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Questar Asset 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
2019 Q1	–	Sell	-18,443	Closed	-$331K	–	29
2018 Q4	$331K	Buy	+18,443	New	+$342K	0.39%	63

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

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

MAP

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RJA

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

Questar Asset Management's FPE Position: Q1 2019 in Review

Questar Asset Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2019, closing a stake of 18,443 shares — an estimated $331K sold.

Questar Asset Management first reported a position in FPE in Q4 2018 and held it in 1 quarter. The position peaked at $331K in Q4 2018. 233 funds tracked by Wall St. Rank hold FPE as of Q1 2019.

Questar Asset Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2019 after selling out during the quarter.
Questar Asset Management sold 18,443 First Trust Preferred Securities and Income ETF shares in Q1 2019, an estimated $331K.
Questar Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and held it in 1 quarter.
Questar Asset Management's First Trust Preferred Securities and Income ETF position peaked at $331K in Q4 2018.
233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2019.

Based on Questar Asset Management's 13F filing for Q1 2019.