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Kings Point Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Kings Point Capital 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
Q4 		– Sell
-6,300
Closed -$307K – 363
2015
Q3 		$307K Buy
+6,300
New +$336K 0.08% 106

Other funds holding FPX

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return

Kings Point Capital Management's FPX Position: Q4 2015 in Review

Kings Point Capital Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2015, closing a stake of 6,300 shares — an estimated $307K sold.

Kings Point Capital Management first reported a position in FPX in Q3 2015 and held it in 1 quarter. The position peaked at $307K in Q3 2015. 92 funds tracked by Wall St. Rank hold FPX as of Q4 2015.

  • Kings Point Capital Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 6,300 First Trust US Equity Opportunities ETF shares in Q4 2015, an estimated $307K.
  • Kings Point Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2015 and held it in 1 quarter.
  • Kings Point Capital Management's First Trust US Equity Opportunities ETF position peaked at $307K in Q3 2015.
  • 92 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2015.

Based on Kings Point Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.