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Global Financial Private Capital’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Global Financial Private Capital’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 		– Sell
-3,403
Closed -$253K – 384
2018
Q3 		$253K Buy
3,403
+167
+5% +$12.3K 0.01% 467
2018
Q2 		$231K Buy
+3,236
New +$229K 0.01% 492

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

Global Financial Private Capital's FPX Position: Q4 2018 in Review

Global Financial Private Capital sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2018, closing a stake of 3,403 shares — an estimated $253K sold.

Global Financial Private Capital first reported a position in FPX in Q2 2018 and held it in 2 quarters. The position peaked at $253K in Q3 2018. 127 funds tracked by Wall St. Rank hold FPX as of Q4 2018.

  • Global Financial Private Capital reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 3,403 First Trust US Equity Opportunities ETF shares in Q4 2018, an estimated $253K.
  • Global Financial Private Capital first reported a position in First Trust US Equity Opportunities ETF in Q2 2018 and held it in 2 quarters.
  • Global Financial Private Capital's First Trust US Equity Opportunities ETF position peaked at $253K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.