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Ground Swell Capital’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Ground Swell 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
2014
Q3 		– Sell
-312
Closed -$15K – 2514
2014
Q2 		$15K Buy
+312
New +$14.4K 0.03% 530

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ground Swell Capital's FPX Position: Q3 2014 in Review

Ground Swell Capital sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2014, closing a stake of 312 shares — an estimated $15K sold.

Ground Swell Capital first reported a position in FPX in Q2 2014 and held it in 1 quarter. The position peaked at $15K in Q2 2014. 63 funds tracked by Wall St. Rank hold FPX as of Q3 2014.

  • Ground Swell Capital reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 312 First Trust US Equity Opportunities ETF shares in Q3 2014, an estimated $15K.
  • Ground Swell Capital first reported a position in First Trust US Equity Opportunities ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's First Trust US Equity Opportunities ETF position peaked at $15K in Q2 2014.
  • 63 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.