Gradient Investments’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Gradient Investments’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
2017 Q2	–	Sell	-172	Closed	-$10K	–	829
2017 Q1	$10K	Hold	172	–	–	﹤0.01%	504
2016 Q4	$9K	Hold	172	–	–	﹤0.01%	463
2016 Q3	$9K	Buy	+172	New	+$9.18K	﹤0.01%	468

Other funds holding FPX

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Gradient Investments's FPX Position: Q2 2017 in Review

Gradient Investments sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2017, closing a stake of 172 shares — an estimated $10K sold.

Gradient Investments first reported a position in FPX in Q3 2016 and held it in 3 quarters. The position peaked at $10K in Q1 2017. 89 funds tracked by Wall St. Rank hold FPX as of Q2 2017.

Gradient Investments reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2017 after selling out during the quarter.
Gradient Investments sold 172 First Trust US Equity Opportunities ETF shares in Q2 2017, an estimated $10K.
Gradient Investments first reported a position in First Trust US Equity Opportunities ETF in Q3 2016 and held it in 3 quarters.
Gradient Investments's First Trust US Equity Opportunities ETF position peaked at $10K in Q1 2017.
89 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.