FDx Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

FDx Advisors’s Portfolio TPYP Stock Details TPYP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,755	Closed	-$265K	–	770
2023 Q2	$265K	Buy	10,755 +373	+4%	+$9.09K	0.01%	637
2023 Q1	$256K	Hold	10,382	–	–	0.01%	627
2022 Q4	$256K	Hold	10,382	–	–	0.01%	627
2022 Q3	$240K	Buy	10,382 +126	+1%	+$3.21K	0.01%	632
2022 Q2	$249K	Buy	10,256 +115	+1%	+$3.03K	0.01%	696
2022 Q1	$269K	Sell	10,141 -6,924	-41%	-$169K	0.01%	694
2021 Q4	$379K	Buy	17,065 +7,089	+71%	+$161K	0.01%	621
2021 Q3	$217K	Buy	9,976 +133	+1%	+$2.91K	0.01%	771
2021 Q2	$222K	Buy	+9,843	New	+$217K	0.01%	757
2020 Q3	–	Sell	-11,206	Closed	-$185K	–	657
2020 Q2	$185K	Buy	11,206 +349	+3%	+$5.7K	0.01%	549
2020 Q1	$147K	Sell	10,857 -20,059	-65%	-$409K	0.01%	482
2019 Q4	$727K	Buy	30,916 +20,828	+206%	+$473K	0.04%	284
2019 Q3	$236K	Buy	+10,088	New	+$237K	0.02%	552
2019 Q1	–	Sell	-19,787	Closed	-$394K	–	810
2018 Q4	$394K	Buy	+19,787	New	+$436K	0.03%	348

Other funds holding TPYP

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FDx Advisors's TPYP Position: Q3 2023 in Review

FDx Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2023, closing a stake of 10,755 shares — an estimated $265K sold.

FDx Advisors first reported a position in TPYP in Q4 2018 and held it in 14 quarters. The position peaked at $727K in Q4 2019. 93 funds tracked by Wall St. Rank hold TPYP as of Q3 2023.

FDx Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q3 2023 after selling out during the quarter.
FDx Advisors sold 10,755 Tortoise North American Pipeline ETF shares in Q3 2023, an estimated $265K.
FDx Advisors first reported a position in Tortoise North American Pipeline ETF in Q4 2018 and held it in 14 quarters.
FDx Advisors's Tortoise North American Pipeline ETF position peaked at $727K in Q4 2019.
93 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.