Financial Gravity Asset Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-47	Closed	-$4K	–	1490
2019 Q3	$4K	Hold	47	–	–	﹤0.01%	741
2019 Q2	$4K	Hold	47	–	–	﹤0.01%	732
2019 Q1	$4K	Buy	+47	New	+$3.31K	﹤0.01%	752
2018 Q3	$3K	Hold	47	–	–	﹤0.01%	850
2018 Q2	$3K	Hold	47	–	–	﹤0.01%	883
2018 Q1	$3K	Buy	+47	New	+$3.33K	﹤0.01%	845

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

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

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

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

Financial Gravity Asset Management's FPX Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2019, closing a stake of 47 shares — an estimated $4K sold.

Financial Gravity Asset Management first reported a position in FPX in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q3 2019. 143 funds tracked by Wall St. Rank hold FPX as of Q4 2019.

Financial Gravity Asset Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 47 First Trust US Equity Opportunities ETF shares in Q4 2019, an estimated $4K.
Financial Gravity Asset Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's First Trust US Equity Opportunities ETF position peaked at $4K in Q3 2019.
143 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.