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

WFG 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
2017
Q2 		– Sell
-5,750
Closed -$112K – 1587
2017
Q1 		$112K Sell
5,750
-900
-14% -$17.4K 0.03% 456
2016
Q4 		$126K Buy
6,650
+2,300
+53% +$44.1K 0.03% 471
2016
Q3 		$85K Buy
4,350
+1,850
+74% +$36.1K 0.02% 566
2016
Q2 		$48K Buy
2,500
+2,000
+400% +$37.9K 0.01% 692
2016
Q1 		$9K Sell
500
-305
-38% -$5.67K ﹤0.01% 1071
2015
Q4 		$15K Buy
+805
New +$15.2K ﹤0.01% 970

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
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return