FDx Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

FDx Advisors’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,921	Closed	-$144K	–	584
2019 Q4	$144K	Sell	3,921 -2,855	-42%	-$100K	0.01%	605
2019 Q3	$250K	Sell	6,776 -8,450	-55%	-$314K	0.02%	532
2019 Q2	$591K	Sell	15,226 -3,011	-17%	-$117K	0.02%	448
2019 Q1	$722K	Buy	+18,237	New	+$692K	0.03%	370
2018 Q4	–	Sell	-9,723	Closed	-$390K	–	721
2018 Q3	$390K	Buy	+9,723	New	+$399K	0.01%	605

Other funds holding MLPX

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FDx Advisors's MLPX Position: Q1 2020 in Review

FDx Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2020, closing a stake of 3,921 shares — an estimated $144K sold.

FDx Advisors first reported a position in MLPX in Q3 2018 and held it in 5 quarters. The position peaked at $722K in Q1 2019. 113 funds tracked by Wall St. Rank hold MLPX as of Q1 2020.

FDx Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2020 after selling out during the quarter.
FDx Advisors sold 3,921 Global X MLP & Energy Infrastructure ETF shares in Q1 2020, an estimated $144K.
FDx Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2018 and held it in 5 quarters.
FDx Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $722K in Q1 2019.
113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2020.

Based on FDx Advisors's 13F filing for Q1 2020, filed 13 May 2020.