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Marino Stram & Associates’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-162
Closed -$12K – 255
2019
Q1 		$12K Buy
+162
New +$11.4K 0.01% 292

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Marino Stram & Associates's FPX Position: Q2 2019 in Review

Marino Stram & Associates sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2019, closing a stake of 162 shares — an estimated $12K sold.

Marino Stram & Associates first reported a position in FPX in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 131 funds tracked by Wall St. Rank hold FPX as of Q2 2019.

  • Marino Stram & Associates reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 162 First Trust US Equity Opportunities ETF shares in Q2 2019, an estimated $12K.
  • Marino Stram & Associates first reported a position in First Trust US Equity Opportunities ETF in Q1 2019 and held it in 1 quarter.
  • Marino Stram & Associates's First Trust US Equity Opportunities ETF position peaked at $12K in Q1 2019.
  • 131 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.