Teamwork Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Teamwork Financial 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
2020 Q2	–	Sell	-12,389	Closed	-$203K	–	190
2020 Q1	$203K	Sell	12,389 -2,220	-15%	-$42.6K	0.13%	107
2019 Q4	$293K	Buy	+14,609	New	+$291K	0.18%	93

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

RJA

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Teamwork Financial Advisors's FPE Position: Q2 2020 in Review

Teamwork Financial Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2020, closing a stake of 12,389 shares — an estimated $203K sold.

Teamwork Financial Advisors first reported a position in FPE in Q4 2019 and held it in 2 quarters. The position peaked at $293K in Q4 2019. 305 funds tracked by Wall St. Rank hold FPE as of Q2 2020.

Teamwork Financial Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2020 after selling out during the quarter.
Teamwork Financial Advisors sold 12,389 First Trust Preferred Securities and Income ETF shares in Q2 2020, an estimated $203K.
Teamwork Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and held it in 2 quarters.
Teamwork Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $293K in Q4 2019.
305 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2020.

Based on Teamwork Financial Advisors's 13F filing for Q2 2020, filed 13 Jul 2020.