Elite Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Elite Wealth Management’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
2014 Q4	–	Sell	-1,300	Closed	-$63K	–	186
2014 Q3	$63K	Hold	1,300	–	–	0.06%	110
2014 Q2	$63K	Hold	1,300	–	–	0.06%	102
2014 Q1	$60K	Buy	+1,300	New	+$59.9K	0.05%	113

Other funds holding FPX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elite Wealth Management's FPX Position: Q4 2014 in Review

Elite Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2014, closing a stake of 1,300 shares — an estimated $63K sold.

Elite Wealth Management first reported a position in FPX in Q1 2014 and held it in 3 quarters. The position peaked at $63K in Q3 2014. 68 funds tracked by Wall St. Rank hold FPX as of Q4 2014.

Elite Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 1,300 First Trust US Equity Opportunities ETF shares in Q4 2014, an estimated $63K.
Elite Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2014 and held it in 3 quarters.
Elite Wealth Management's First Trust US Equity Opportunities ETF position peaked at $63K in Q3 2014.
68 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.