Genesis Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Genesis Wealth Advisors’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 Q2	$25.9K	Buy	+475	New	+$25.9K	0.02%	263

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

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

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

TCM

Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Genesis Wealth Advisors's FPX Position: Q2 2015 in Review

Genesis Wealth Advisors opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2015: 475 shares worth $25.9K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings.

82 funds tracked by Wall St. Rank hold FPX as of Q2 2015.

Genesis Wealth Advisors held 475 shares of First Trust US Equity Opportunities ETF worth $25.9K as of Q2 2015.
First Trust US Equity Opportunities ETF was a new Genesis Wealth Advisors position in Q2 2015.
First Trust US Equity Opportunities ETF made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #263 holding.
82 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.