Syntal Capital Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Syntal Capital Partners’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 Q2	–	Sell	-15,000	Closed	-$285K	–	267
2019 Q1	$285K	Buy	+15,000	New	+$281K	0.13%	101

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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

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

Syntal Capital Partners's FPE Position: Q2 2019 in Review

Syntal Capital Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2019, closing a stake of 15,000 shares — an estimated $285K sold.

Syntal Capital Partners first reported a position in FPE in Q1 2019 and held it in 1 quarter. The position peaked at $285K in Q1 2019. 244 funds tracked by Wall St. Rank hold FPE as of Q2 2019.

Syntal Capital Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2019 after selling out during the quarter.
Syntal Capital Partners sold 15,000 First Trust Preferred Securities and Income ETF shares in Q2 2019, an estimated $285K.
Syntal Capital Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2019 and held it in 1 quarter.
Syntal Capital Partners's First Trust Preferred Securities and Income ETF position peaked at $285K in Q1 2019.
244 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2019.

Based on Syntal Capital Partners's 13F filing for Q2 2019, filed 14 Aug 2019.