FMII
FPX icon

Farmers & Merchants Investments Inc’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Farmers & Merchants Investments Inc’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
2020
Q1 		– Sell
-50
Closed -$4K – 848
2019
Q4 		$4K Buy
+50
New +$3.88K ﹤0.01% 776

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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Farmers & Merchants Investments Inc's FPX Position: Q1 2020 in Review

Farmers & Merchants Investments Inc sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2020, closing a stake of 50 shares — an estimated $4K sold.

Farmers & Merchants Investments Inc first reported a position in FPX in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 135 funds tracked by Wall St. Rank hold FPX as of Q1 2020.

  • Farmers & Merchants Investments Inc reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2020 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 50 First Trust US Equity Opportunities ETF shares in Q1 2020, an estimated $4K.
  • Farmers & Merchants Investments Inc first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's First Trust US Equity Opportunities ETF position peaked at $4K in Q4 2019.
  • 135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2020, filed 16 Apr 2020.