Sound View Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Sound View Wealth 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 Q1	$493K	Hold	25,877	–	–	0.15%	142
2018 Q4	$464K	Buy	+25,877	New	+$480K	0.17%	133

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

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

Sound View Wealth Advisors's FPE Position: Q1 2019 in Review

Sound View Wealth Advisors held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q1 2019 at 25,877 shares worth $493K. The position accounts for 0.15% of the portfolio, ranked #142.

Sound View Wealth Advisors first reported a position in FPE in Q4 2018 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold FPE as of Q1 2019.

Sound View Wealth Advisors held 25,877 shares of First Trust Preferred Securities and Income ETF worth $493K as of Q1 2019.
Sound View Wealth Advisors left its First Trust Preferred Securities and Income ETF share count unchanged in Q1 2019.
First Trust Preferred Securities and Income ETF made up 0.15% of Sound View Wealth Advisors's portfolio in Q1 2019, its #142 holding.
Sound View Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and has held it in 2 quarters since.
233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.