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Milestone Advisory Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Milestone Advisory Partners’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
Q2 		– Sell
-4,041
Closed -$277K – 48
2018
Q1 		$277K Buy
4,041
+899
+29% +$63.8K 0.21% 40
2017
Q4 		$214K Buy
+3,142
New +$209K 0.16% 46

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
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
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

Milestone Advisory Partners's FPX Position: Q2 2018 in Review

Milestone Advisory Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2018, closing a stake of 4,041 shares — an estimated $277K sold.

Milestone Advisory Partners first reported a position in FPX in Q4 2017 and held it in 2 quarters. The position peaked at $277K in Q1 2018. 116 funds tracked by Wall St. Rank hold FPX as of Q2 2018.

  • Milestone Advisory Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2018 after selling out during the quarter.
  • Milestone Advisory Partners sold 4,041 First Trust US Equity Opportunities ETF shares in Q2 2018, an estimated $277K.
  • Milestone Advisory Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and held it in 2 quarters.
  • Milestone Advisory Partners's First Trust US Equity Opportunities ETF position peaked at $277K in Q1 2018.
  • 116 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2018.

Based on Milestone Advisory Partners's 13F filing for Q2 2018, filed 4 Aug 2020.