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Measured Wealth Private Client Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Measured Wealth Private Client Group’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
-232
Closed -$17K – 314
2018
Q3 		$17K Buy
+232
New +$17.1K 0.01% 551

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

Measured Wealth Private Client Group's FPX Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2018, closing a stake of 232 shares — an estimated $17K sold.

Measured Wealth Private Client Group first reported a position in FPX in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 127 funds tracked by Wall St. Rank hold FPX as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 232 First Trust US Equity Opportunities ETF shares in Q4 2018, an estimated $17K.
  • Measured Wealth Private Client Group first reported a position in First Trust US Equity Opportunities ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's First Trust US Equity Opportunities ETF position peaked at $17K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.