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Howe & Rusling’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Howe & Rusling’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 		– Sell
-207
Closed -$13K – 838
2018
Q4 		$13K Buy
+207
New +$13.9K ﹤0.01% 407

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Howe & Rusling's FPX Position: Q1 2019 in Review

Howe & Rusling sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2019, closing a stake of 207 shares — an estimated $13K sold.

Howe & Rusling first reported a position in FPX in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 131 funds tracked by Wall St. Rank hold FPX as of Q1 2019.

  • Howe & Rusling reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2019 after selling out during the quarter.
  • Howe & Rusling sold 207 First Trust US Equity Opportunities ETF shares in Q1 2019, an estimated $13K.
  • Howe & Rusling first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and held it in 1 quarter.
  • Howe & Rusling's First Trust US Equity Opportunities ETF position peaked at $13K in Q4 2018.
  • 131 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2019.

Based on Howe & Rusling's 13F filing for Q1 2019, filed 29 Apr 2019.