Lowe Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Lowe Wealth Advisors’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
2016 Q1	–	Sell	-19,874	Closed	-$1.02M	–	220
2015 Q4	$1.02M	Sell	19,874 -568	-3%	-$29.3K	0.69%	22
2015 Q3	$995K	Sell	20,442 -56,485	-73%	-$3.02M	0.75%	21
2015 Q2	$4.2M	Buy	76,927 +648	+0.8%	+$35.4K	2.84%	12
2015 Q1	$4.11M	Buy	76,279 +845	+1%	+$43.5K	2.79%	12
2014 Q4	$3.79M	Buy	+75,434	New	+$3.68M	2.71%	12

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lowe Wealth Advisors's FPX Position: Q1 2016 in Review

Lowe Wealth Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2016, closing a stake of 19,874 shares — an estimated $1.02M sold.

Lowe Wealth Advisors first reported a position in FPX in Q4 2014 and held it in 5 quarters. The position peaked at $4.2M in Q2 2015. 76 funds tracked by Wall St. Rank hold FPX as of Q1 2016.

Lowe Wealth Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2016 after selling out during the quarter.
Lowe Wealth Advisors sold 19,874 First Trust US Equity Opportunities ETF shares in Q1 2016, an estimated $1.02M.
Lowe Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2014 and held it in 5 quarters.
Lowe Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $4.2M in Q2 2015.
76 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2016.

Based on Lowe Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.