Well Done LLC’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Well Done LLC’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	-1,339	Closed	-$26K	–	262
2018 Q1	$26K	Buy	+1,339	New	+$26.5K	0.01%	294

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

Well Done LLC's FPE Position: Q2 2018 in Review

Well Done LLC sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2018, closing a stake of 1,339 shares — an estimated $26K sold.

Well Done LLC first reported a position in FPE in Q1 2018 and held it in 1 quarter. The position peaked at $26K in Q1 2018. 188 funds tracked by Wall St. Rank hold FPE as of Q2 2018.

Well Done LLC reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2018 after selling out during the quarter.
Well Done LLC sold 1,339 First Trust Preferred Securities and Income ETF shares in Q2 2018, an estimated $26K.
Well Done LLC first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and held it in 1 quarter.
Well Done LLC's First Trust Preferred Securities and Income ETF position peaked at $26K in Q1 2018.
188 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.