UR
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USCA RIA’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

USCA RIA’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
Q2 		– Sell
-10,054
Closed -$196K – 457
2018
Q1 		$196K Sell
10,054
-500
-5% -$9.88K 0.02% 412
2017
Q4 		$211K Hold
10,554
– – 0.02% 410
2017
Q3 		$211K Hold
10,554
– – 0.03% 377
2017
Q2 		$211K Hold
10,554
– – 0.03% 383
2017
Q1 		$206K Hold
10,554
– – 0.03% 375
2016
Q4 		$200K Sell
10,554
-1,800
-15% -$34.6K 0.03% 359
2016
Q3 		$242K Hold
12,354
– – 0.04% 335
2016
Q2 		$235K Buy
12,354
+11
+0.1% +$208 0.04% 323
2016
Q1 		$230K Buy
12,343
+16
+0.1% +$297 0.04% 306
2015
Q4 		$234K Buy
12,327
+216
+2% +$4.09K 0.05% 316
2015
Q3 		$227K Buy
+12,111
New +$230K 0.06% 304

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return