Marshall Wace
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Marshall Wace’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Marshall Wace’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
2021
Q2 		– Sell
-11,674
Closed -$1.39M – 2785
2021
Q1 		$1.39M Buy
+11,674
New +$1.47M 0.01% 1500
2019
Q4 		– Sell
-1,213
Closed -$92K – 1823
2019
Q3 		$92K Buy
+1,213
New +$95.4K ﹤0.01% 1403

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Marshall Wace's FPX Position: Q2 2021 in Review

Marshall Wace sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2021, closing a stake of 11,674 shares — an estimated $1.39M sold.

Marshall Wace first reported a position in FPX in Q3 2019 and held it in 2 quarters. The position peaked at $1.39M in Q1 2021. 197 funds tracked by Wall St. Rank hold FPX as of Q2 2021.

  • Marshall Wace reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2021 after selling out during the quarter.
  • Marshall Wace sold 11,674 First Trust US Equity Opportunities ETF shares in Q2 2021, an estimated $1.39M.
  • Marshall Wace first reported a position in First Trust US Equity Opportunities ETF in Q3 2019 and held it in 2 quarters.
  • Marshall Wace's First Trust US Equity Opportunities ETF position peaked at $1.39M in Q1 2021.
  • 197 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2021.

Based on Marshall Wace's 13F filing for Q2 2021, filed 13 Aug 2021.