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LVZ Inc’s First Trust US Equity Opportunities ETF FPX Stock Holding History

LVZ Inc’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
-5,495
Closed -$281K – 58
2015
Q4 		$281K Hold
5,495
– – 3.84% 12
2015
Q3 		$268K Buy
5,495
+964
+21% +$51.5K 0.17% 35
2015
Q2 		$256K Hold
4,531
– – 0.14% 31
2015
Q1 		$244K Buy
+4,531
New +$233K 0.14% 31

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LVZ Inc's FPX Position: Q1 2016 in Review

LVZ Inc sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2016, closing a stake of 5,495 shares — an estimated $281K sold.

LVZ Inc first reported a position in FPX in Q1 2015 and held it in 4 quarters. The position peaked at $281K in Q4 2015. 76 funds tracked by Wall St. Rank hold FPX as of Q1 2016.

  • LVZ Inc reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2016 after selling out during the quarter.
  • LVZ Inc sold 5,495 First Trust US Equity Opportunities ETF shares in Q1 2016, an estimated $281K.
  • LVZ Inc first reported a position in First Trust US Equity Opportunities ETF in Q1 2015 and held it in 4 quarters.
  • LVZ Inc's First Trust US Equity Opportunities ETF position peaked at $281K in Q4 2015.
  • 76 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2016.

Based on LVZ Inc's 13F filing for Q1 2016, filed 13 May 2016.