First Allied Advisory Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

First Allied Advisory Services’s Portfolio EPS Stock Details EPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.7M	Buy	48,107 +4,700	+11%	+$166K	0.06%	329
2020 Q2	$1.44M	Buy	43,407 +8,500	+24%	+$270K	0.05%	349
2020 Q1	$981K	Buy	+34,907	New	+$1.19M	0.04%	393
2019 Q4	–	Sell	-638	Closed	-$21K	–	1276
2019 Q3	$21K	Buy	+638	New	+$21.2K	﹤0.01%	1459

Other funds holding EPS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

22CM

20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

First Allied Advisory Services's EPS Position: Q3 2020 in Review

First Allied Advisory Services increased its WisdomTree US LargeCap Fund (EPS) stake by 11% in Q3 2020, buying an estimated $166K and bringing the position to 48,107 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #329.

First Allied Advisory Services first reported a position in EPS in Q3 2019 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold EPS as of Q3 2020.

First Allied Advisory Services held 48,107 shares of WisdomTree US LargeCap Fund worth $1.7M as of Q3 2020.
First Allied Advisory Services bought 4,700 WisdomTree US LargeCap Fund shares in Q3 2020, an estimated $166K.
WisdomTree US LargeCap Fund made up 0.06% of First Allied Advisory Services's portfolio in Q3 2020, its #329 holding.
First Allied Advisory Services first reported a position in WisdomTree US LargeCap Fund in Q3 2019 and has held it in 4 quarters since.
58 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.