Financial Enhancement Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Financial Enhancement Group’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
2019 Q1	–	Sell	-13,048	Closed	-$969K	–	308
2018 Q4	$969K	Hold	13,048	–	–	0.3%	46
2018 Q3	$969K	Sell	13,048 -231	-2%	-$17K	0.3%	46
2018 Q2	$949K	Buy	13,279 +53	+0.4%	+$3.75K	0.33%	44
2018 Q1	$907K	Buy	+13,226	New	+$938K	0.32%	45

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Financial Enhancement Group's FPX Position: Q1 2019 in Review

Financial Enhancement Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2019, closing a stake of 13,048 shares — an estimated $969K sold.

Financial Enhancement Group first reported a position in FPX in Q1 2018 and held it in 4 quarters. The position peaked at $969K in Q4 2018. 131 funds tracked by Wall St. Rank hold FPX as of Q1 2019.

Financial Enhancement Group reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2019 after selling out during the quarter.
Financial Enhancement Group sold 13,048 First Trust US Equity Opportunities ETF shares in Q1 2019, an estimated $969K.
Financial Enhancement Group first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and held it in 4 quarters.
Financial Enhancement Group's First Trust US Equity Opportunities ETF position peaked at $969K in Q4 2018.
131 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2019.

Based on Financial Enhancement Group's 13F filing for Q1 2019, filed 14 May 2019.