Bank of Montreal
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Bank of Montreal’s First Trust IPOX Europe Equity Opportunities ETF FPXE Stock Holding History

Bank of Montreal’s Portfolio FPXE Stock Details FPXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,300
Closed -$34.8K – 3675
2024
Q3 		$34.8K Buy
+1,300
New +$33.6K ﹤0.01% 3484
2024
Q2 		– Sell
-874
Closed -$22.3K – 3989
2024
Q1 		$22.3K Buy
+874
New +$20.7K ﹤0.01% 3602

Other funds holding FPXE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal's FPXE Position: Q4 2024 in Review

Bank of Montreal sold out of First Trust IPOX Europe Equity Opportunities ETF (FPXE) in Q4 2024, closing a stake of 1,300 shares — an estimated $34.8K sold.

Bank of Montreal first reported a position in FPXE in Q1 2024 and held it in 2 quarters. The position peaked at $34.8K in Q3 2024. 10 funds tracked by Wall St. Rank hold FPXE as of Q4 2024.

  • Bank of Montreal reported no remaining First Trust IPOX Europe Equity Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,300 First Trust IPOX Europe Equity Opportunities ETF shares in Q4 2024, an estimated $34.8K.
  • Bank of Montreal first reported a position in First Trust IPOX Europe Equity Opportunities ETF in Q1 2024 and held it in 2 quarters.
  • Bank of Montreal's First Trust IPOX Europe Equity Opportunities ETF position peaked at $34.8K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held First Trust IPOX Europe Equity Opportunities ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.