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Hudock Inc’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Hudock Inc’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
2015
Q2 		– Sell
-200
Closed -$11K – 581
2015
Q1 		$11K Sell
200
-300
-60% -$15.4K ﹤0.01% 418
2014
Q4 		$25K Hold
500
– – 0.01% 288
2014
Q3 		$24K Buy
+500
New +$24.2K 0.01% 300

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hudock Inc's FPX Position: Q2 2015 in Review

Hudock Inc sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2015, closing a stake of 200 shares — an estimated $11K sold.

Hudock Inc first reported a position in FPX in Q3 2014 and held it in 3 quarters. The position peaked at $25K in Q4 2014. 82 funds tracked by Wall St. Rank hold FPX as of Q2 2015.

  • Hudock Inc reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2015 after selling out during the quarter.
  • Hudock Inc sold 200 First Trust US Equity Opportunities ETF shares in Q2 2015, an estimated $11K.
  • Hudock Inc first reported a position in First Trust US Equity Opportunities ETF in Q3 2014 and held it in 3 quarters.
  • Hudock Inc's First Trust US Equity Opportunities ETF position peaked at $25K in Q4 2014.
  • 82 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2015.

Based on Hudock Inc's 13F filing for Q2 2015, filed 13 Aug 2015.