Regions Financial Corp’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Regions Financial Corp’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	-282	Closed	-$5K	–	1930
2018 Q3	$5K	Hold	282	–	–	﹤0.01%	1730
2018 Q2	$5K	Sell	282 -1,257	-82%	-$24.3K	﹤0.01%	1789
2018 Q1	$30K	Buy	1,539 +928	+152%	+$18.3K	﹤0.01%	1347
2017 Q4	$12K	Buy	+611	New	+$12.3K	﹤0.01%	1636

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

Regions Financial Corp's FPE Position: Q4 2018 in Review

Regions Financial Corp sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2018, closing a stake of 282 shares — an estimated $5K sold.

Regions Financial Corp first reported a position in FPE in Q4 2017 and held it in 4 quarters. The position peaked at $30K in Q1 2018. 233 funds tracked by Wall St. Rank hold FPE as of Q4 2018.

Regions Financial Corp reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2018 after selling out during the quarter.
Regions Financial Corp sold 282 First Trust Preferred Securities and Income ETF shares in Q4 2018, an estimated $5K.
Regions Financial Corp first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and held it in 4 quarters.
Regions Financial Corp's First Trust Preferred Securities and Income ETF position peaked at $30K in Q1 2018.
233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2018.

Based on Regions Financial Corp's 13F filing for Q4 2018, filed 28 Jan 2019.