Catalyst Capital Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Catalyst Capital Advisors’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 Q1	–	Sell	-8,825	Closed	-$602K	–	503
2017 Q4	$602K	Buy	8,825 +1,455	+20%	+$96.6K	0.02%	187
2017 Q3	$471K	Hold	7,370	–	–	0.02%	204
2017 Q2	$440K	Hold	7,370	–	–	0.02%	218
2017 Q1	$423K	Buy	7,370 +6,620	+883%	+$374K	0.02%	225
2016 Q4	$41K	Buy	+750	New	+$40.1K	﹤0.01%	314
2016 Q3	–	Sell	-300	Closed	-$15K	–	470
2016 Q2	$15K	Buy	300 +200	+200%	+$10.1K	﹤0.01%	334
2016 Q1	$5K	Sell	100 -110	-52%	-$5.2K	﹤0.01%	423
2015 Q4	$11K	Buy	+210	New	+$10.8K	﹤0.01%	433

Other funds holding FPX

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

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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Catalyst Capital Advisors's FPX Position: Q1 2018 in Review

Catalyst Capital Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2018, closing a stake of 8,825 shares — an estimated $602K sold.

Catalyst Capital Advisors first reported a position in FPX in Q4 2015 and held it in 8 quarters. The position peaked at $602K in Q4 2017. 112 funds tracked by Wall St. Rank hold FPX as of Q1 2018.

Catalyst Capital Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2018 after selling out during the quarter.
Catalyst Capital Advisors sold 8,825 First Trust US Equity Opportunities ETF shares in Q1 2018, an estimated $602K.
Catalyst Capital Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2015 and held it in 8 quarters.
Catalyst Capital Advisors's First Trust US Equity Opportunities ETF position peaked at $602K in Q4 2017.
112 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2018.

Based on Catalyst Capital Advisors's 13F filing for Q1 2018, filed 18 May 2018.