FGC
FPX icon

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

Financial Gravity Companies’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
2018
Q4 		$3K Buy
+47
New +$3.15K ﹤0.01% 826
2018
Q1 		$3K Buy
+47
New +$3.33K ﹤0.01% 845

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Gravity Companies's FPX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q4 2018: 47 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FPX as recently as Q1 2018.

Financial Gravity Companies first reported a position in FPX in Q1 2018 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold FPX as of Q4 2018.

  • Financial Gravity Companies held 47 shares of First Trust US Equity Opportunities ETF worth $3K as of Q4 2018.
  • First Trust US Equity Opportunities ETF was a new Financial Gravity Companies position in Q4 2018.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #826 holding.
  • Financial Gravity Companies first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.