WealthBridge Capital Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

WealthBridge Capital Management’s Portfolio FPEI Stock Details FPEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,700	Closed	-$90K	–	371
2019 Q1	$90K	Buy	+4,700	New	+$87.9K	0.06%	205

Other funds holding FPEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

WealthBridge Capital Management's FPEI Position: Q2 2019 in Review

WealthBridge Capital Management sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2019, closing a stake of 4,700 shares — an estimated $90K sold.

WealthBridge Capital Management first reported a position in FPEI in Q1 2019 and held it in 1 quarter. The position peaked at $90K in Q1 2019. 28 funds tracked by Wall St. Rank hold FPEI as of Q2 2019.

WealthBridge Capital Management reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 4,700 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2019, an estimated $90K.
WealthBridge Capital Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2019 and held it in 1 quarter.
WealthBridge Capital Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $90K in Q1 2019.
28 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.