Mariner Wealth Advisors (NYC)’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Mariner Wealth Advisors (NYC)’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	$1K	Buy	+17	New	+$874	﹤0.01%	690

Other funds holding FPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Mariner Wealth Advisors (NYC)'s FPX Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q1 2015: 17 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings.

67 funds tracked by Wall St. Rank hold FPX as of Q1 2015.

Mariner Wealth Advisors (NYC) held 17 shares of First Trust US Equity Opportunities ETF worth $1K as of Q1 2015.
First Trust US Equity Opportunities ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #690 holding.
67 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.