JWM
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Jackson Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Jackson Wealth Management’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
Q1 		– Sell
-5,281
Closed -$266K – 126
2014
Q4 		$266K Buy
+5,281
New +$257K 0.09% 104

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jackson Wealth Management's FPX Position: Q1 2015 in Review

Jackson Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2015, closing a stake of 5,281 shares — an estimated $266K sold.

Jackson Wealth Management first reported a position in FPX in Q4 2014 and held it in 1 quarter. The position peaked at $266K in Q4 2014. 67 funds tracked by Wall St. Rank hold FPX as of Q1 2015.

  • Jackson Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 5,281 First Trust US Equity Opportunities ETF shares in Q1 2015, an estimated $266K.
  • Jackson Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2014 and held it in 1 quarter.
  • Jackson Wealth Management's First Trust US Equity Opportunities ETF position peaked at $266K in Q4 2014.
  • 67 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2015.

Based on Jackson Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.