DA
FPX icon

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

Doliver 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
Q3 		– Sell
-4,166
Closed -$325K – 158
2019
Q2 		$325K Buy
+4,166
New +$317K 0.13% 68

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Doliver Advisors's FPX Position: Q3 2019 in Review

Doliver Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2019, closing a stake of 4,166 shares — an estimated $325K sold.

Doliver Advisors first reported a position in FPX in Q2 2019 and held it in 1 quarter. The position peaked at $325K in Q2 2019. 135 funds tracked by Wall St. Rank hold FPX as of Q3 2019.

  • Doliver Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2019 after selling out during the quarter.
  • Doliver Advisors sold 4,166 First Trust US Equity Opportunities ETF shares in Q3 2019, an estimated $325K.
  • Doliver Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2019 and held it in 1 quarter.
  • Doliver Advisors's First Trust US Equity Opportunities ETF position peaked at $325K in Q2 2019.
  • 135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2019.

Based on Doliver Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.