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

Edge 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
2017
Q3 		– Sell
-118
Closed -$7K – 911
2017
Q2 		$7K Buy
+118
New +$6.94K ﹤0.01% 768

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Advisors's FPX Position: Q3 2017 in Review

Edge Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2017, closing a stake of 118 shares — an estimated $7K sold.

Edge Advisors first reported a position in FPX in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 89 funds tracked by Wall St. Rank hold FPX as of Q3 2017.

  • Edge Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2017 after selling out during the quarter.
  • Edge Advisors sold 118 First Trust US Equity Opportunities ETF shares in Q3 2017, an estimated $7K.
  • Edge Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2017 and held it in 1 quarter.
  • Edge Advisors's First Trust US Equity Opportunities ETF position peaked at $7K in Q2 2017.
  • 89 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.