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FineMark National Bank & Trust’s First Trust US Equity Opportunities ETF FPX Stock Holding History

FineMark National Bank & Trust’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
2015
Q3 		– Sell
-1,000
Closed -$55K – 1534
2015
Q2 		$55K Buy
+1,000
New +$54.6K 0.01% 634

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
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

FineMark National Bank & Trust's FPX Position: Q3 2015 in Review

FineMark National Bank & Trust sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2015, closing a stake of 1,000 shares — an estimated $55K sold.

FineMark National Bank & Trust first reported a position in FPX in Q2 2015 and held it in 1 quarter. The position peaked at $55K in Q2 2015. 84 funds tracked by Wall St. Rank hold FPX as of Q3 2015.

  • FineMark National Bank & Trust reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,000 First Trust US Equity Opportunities ETF shares in Q3 2015, an estimated $55K.
  • FineMark National Bank & Trust first reported a position in First Trust US Equity Opportunities ETF in Q2 2015 and held it in 1 quarter.
  • FineMark National Bank & Trust's First Trust US Equity Opportunities ETF position peaked at $55K in Q2 2015.
  • 84 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2015.

Based on FineMark National Bank & Trust's 13F filing for Q3 2015, filed 13 Nov 2015.