Whitney & Co’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Whitney & Co’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 Q4	–	Sell	-5,200	Closed	-$98K	–	230
2018 Q3	$98K	Buy	+5,200	New	+$99.8K	0.02%	139

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

TNBTD

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

RJFSA

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

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Whitney & Co's FPE Position: Q4 2018 in Review

Whitney & Co sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2018, closing a stake of 5,200 shares — an estimated $98K sold.

Whitney & Co first reported a position in FPE in Q3 2018 and held it in 1 quarter. The position peaked at $98K in Q3 2018. 233 funds tracked by Wall St. Rank hold FPE as of Q4 2018.

Whitney & Co reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 5,200 First Trust Preferred Securities and Income ETF shares in Q4 2018, an estimated $98K.
Whitney & Co first reported a position in First Trust Preferred Securities and Income ETF in Q3 2018 and held it in 1 quarter.
Whitney & Co's First Trust Preferred Securities and Income ETF position peaked at $98K in Q3 2018.
233 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.