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MGO One Seven’s First Trust US Equity Opportunities ETF FPX Stock Holding History

MGO One Seven’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
Q1 		– Sell
-293
Closed -$18K – 835
2018
Q4 		$18K Buy
+293
New +$19.6K 0.01% 954
2018
Q1 		$28K Buy
410
+170
+71% +$12.1K 0.01% 772
2017
Q4 		$16K Buy
+240
New +$15.9K 0.01% 929

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MGO One Seven's FPX Position: Q1 2019 in Review

MGO One Seven sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2019, closing a stake of 293 shares — an estimated $18K sold.

MGO One Seven first reported a position in FPX in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q1 2018. 131 funds tracked by Wall St. Rank hold FPX as of Q1 2019.

  • MGO One Seven reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 293 First Trust US Equity Opportunities ETF shares in Q1 2019, an estimated $18K.
  • MGO One Seven first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's First Trust US Equity Opportunities ETF position peaked at $28K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.