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Aviance Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Aviance Capital Management’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
Q2 		– Sell
-177
Closed -$12K – 227
2018
Q1 		$12K Buy
+177
New +$12.6K ﹤0.01% 223

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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aviance Capital Management's FPX Position: Q2 2018 in Review

Aviance Capital Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2018, closing a stake of 177 shares — an estimated $12K sold.

Aviance Capital Management first reported a position in FPX in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 116 funds tracked by Wall St. Rank hold FPX as of Q2 2018.

  • Aviance Capital Management reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2018 after selling out during the quarter.
  • Aviance Capital Management sold 177 First Trust US Equity Opportunities ETF shares in Q2 2018, an estimated $12K.
  • Aviance Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and held it in 1 quarter.
  • Aviance Capital Management's First Trust US Equity Opportunities ETF position peaked at $12K in Q1 2018.
  • 116 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.