LC
FPX icon

Landaas & Company’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Landaas & Company’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
Q3 		– Sell
-423
Closed -$30K – 160
2018
Q2 		$30K Buy
+423
New +$29.9K 0.02% 194
2018
Q1 		– Sell
-423
Closed -$29K – 155
2017
Q4 		$29K Hold
423
– – 0.03% 187
2017
Q3 		$27K Buy
+423
New +$25.9K 0.02% 188

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Landaas & Company's FPX Position: Q3 2018 in Review

Landaas & Company sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2018, closing a stake of 423 shares — an estimated $30K sold.

Landaas & Company first reported a position in FPX in Q3 2017 and held it in 3 quarters. The position peaked at $30K in Q2 2018. 119 funds tracked by Wall St. Rank hold FPX as of Q3 2018.

  • Landaas & Company reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 423 First Trust US Equity Opportunities ETF shares in Q3 2018, an estimated $30K.
  • Landaas & Company first reported a position in First Trust US Equity Opportunities ETF in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's First Trust US Equity Opportunities ETF position peaked at $30K in Q2 2018.
  • 119 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.