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Baird’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Baird’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
2015
Q1 		$295K Buy
5,485
+710
+15% +$36.5K ﹤0.01% 1114
2014
Q4 		$240K Buy
+4,775
New +$233K ﹤0.01% 1155

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird's FPX Position: Q1 2015 in Review

Baird increased its First Trust US Equity Opportunities ETF (FPX) stake by 15% in Q1 2015, buying an estimated $36.5K and bringing the position to 5,485 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Baird first reported a position in FPX in Q4 2014 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold FPX as of Q1 2015.

  • Baird held 5,485 shares of First Trust US Equity Opportunities ETF worth $295K as of Q1 2015.
  • Baird bought 710 First Trust US Equity Opportunities ETF shares in Q1 2015, an estimated $36.5K.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1114 holding.
  • Baird first reported a position in First Trust US Equity Opportunities ETF in Q4 2014 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.