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

Claro 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
2019
Q1 		– Sell
-290
Closed -$22K – 444
2018
Q4 		$22K Buy
+290
New +$19.4K 0.02% 521

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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

Claro Advisors's FPX Position: Q1 2019 in Review

Claro Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2019, closing a stake of 290 shares — an estimated $22K sold.

Claro Advisors first reported a position in FPX in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 131 funds tracked by Wall St. Rank hold FPX as of Q1 2019.

  • Claro Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 290 First Trust US Equity Opportunities ETF shares in Q1 2019, an estimated $22K.
  • Claro Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's First Trust US Equity Opportunities ETF position peaked at $22K in Q4 2018.
  • 131 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.