IMA Advisory Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

IMA Advisory 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
2018 Q4	–	Sell	-22	Closed	-$2K	–	331
2018 Q3	$2K	Buy	+22	New	+$1.62K	﹤0.01%	300

Other funds holding FPX

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IMA Advisory Services's FPX Position: Q4 2018 in Review

IMA Advisory Services sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2018, closing a stake of 22 shares — an estimated $2K sold.

IMA Advisory Services first reported a position in FPX in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 127 funds tracked by Wall St. Rank hold FPX as of Q4 2018.

IMA Advisory Services reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2018 after selling out during the quarter.
IMA Advisory Services sold 22 First Trust US Equity Opportunities ETF shares in Q4 2018, an estimated $2K.
IMA Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q3 2018 and held it in 1 quarter.
IMA Advisory Services's First Trust US Equity Opportunities ETF position peaked at $2K in Q3 2018.
127 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2018.

Based on IMA Advisory Services's 13F filing for Q4 2018, filed 15 Jan 2019.