Avantax Planning Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Avantax Planning Partners’s Portfolio FPX Stock Details FPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-927	Closed	-$69K	–	608
2018 Q3	$69K	Buy	+927	New	+$68.4K	0.01%	417
2018 Q2	–	Sell	-1,034	Closed	-$71K	–	668
2018 Q1	$71K	Buy	+1,034	New	+$73.4K	0.01%	464

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Planning Partners's FPX Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2018, closing a stake of 927 shares — an estimated $69K sold.

Avantax Planning Partners first reported a position in FPX in Q1 2018 and held it in 2 quarters. The position peaked at $71K in Q1 2018. 127 funds tracked by Wall St. Rank hold FPX as of Q4 2018.

Avantax Planning Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 927 First Trust US Equity Opportunities ETF shares in Q4 2018, an estimated $69K.
Avantax Planning Partners first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's First Trust US Equity Opportunities ETF position peaked at $71K in Q1 2018.
127 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.