HL Financial Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

HL Financial Services’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
2019 Q1	$1.92M	Buy	25,604 +11,815	+86%	+$832K	0.03%	294
2018 Q4	$856K	Sell	13,789 -13,166	-49%	-$881K	0.02%	386
2018 Q3	$2M	Buy	26,955 +1,069	+4%	+$78.8K	0.03%	284
2018 Q2	$1.85M	Sell	25,886 -198	-0.8%	-$14K	0.03%	285
2018 Q1	$1.79M	Sell	26,084 -1,782	-6%	-$126K	0.03%	274
2017 Q4	$1.9M	Buy	27,866 +1,093	+4%	+$72.6K	0.04%	223
2017 Q3	$1.71M	Sell	26,773 -145	-0.5%	-$8.87K	0.03%	268
2017 Q2	$1.61M	Buy	+26,918	New	+$1.58M	0.03%	266
2015 Q1	–	Sell	-5,375	Closed	-$270K	–	686
2014 Q4	$270K	Buy	5,375 +549	+11%	+$26.7K	0.01%	579
2014 Q3	$232K	Buy	+4,826	New	+$234K	0.01%	622

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

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

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

HL Financial Services's FPX Position: Q1 2019 in Review

HL Financial Services increased its First Trust US Equity Opportunities ETF (FPX) stake by 86% in Q1 2019, buying an estimated $832K and bringing the position to 25,604 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #294.

HL Financial Services first reported a position in FPX in Q3 2014 and has held it in 10 quarters since. The position peaked at $2M in Q3 2018. 131 funds tracked by Wall St. Rank hold FPX as of Q1 2019.

HL Financial Services held 25,604 shares of First Trust US Equity Opportunities ETF worth $1.92M as of Q1 2019.
HL Financial Services bought 11,815 First Trust US Equity Opportunities ETF shares in Q1 2019, an estimated $832K.
First Trust US Equity Opportunities ETF made up 0.03% of HL Financial Services's portfolio in Q1 2019, its #294 holding.
HL Financial Services first reported a position in First Trust US Equity Opportunities ETF in Q3 2014 and has held it in 10 quarters since.
HL Financial Services's First Trust US Equity Opportunities ETF position peaked at $2M in Q3 2018.
131 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.