ML
FPX icon

McAdam LLC’s First Trust US Equity Opportunities ETF FPX Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-14
Closed -$1K – 237
2018
Q3 		$1K Hold
14
– – ﹤0.01% 575
2018
Q2 		$1K Hold
14
– – ﹤0.01% 549
2018
Q1 		$1K Buy
+14
New +$993 ﹤0.01% 632

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McAdam LLC's FPX Position: Q4 2018 in Review

McAdam LLC sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

McAdam LLC first reported a position in FPX in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 127 funds tracked by Wall St. Rank hold FPX as of Q4 2018.

  • McAdam LLC reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 14 First Trust US Equity Opportunities ETF shares in Q4 2018, an estimated $1K.
  • McAdam LLC first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's First Trust US Equity Opportunities ETF position peaked at $1K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.