MYCIO Wealth Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

MYCIO Wealth 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
2019 Q4	–	Sell	-744	Closed	-$56K	–	478
2019 Q3	$56K	Buy	+744	New	+$58.5K	﹤0.01%	361
2015 Q1	–	Sell	-75	Closed	-$4K	–	672
2014 Q4	$4K	Buy	+75	New	+$3.65K	﹤0.01%	530

Other funds holding FPX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MYCIO Wealth Partners's FPX Position: Q4 2019 in Review

MYCIO Wealth Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2019, closing a stake of 744 shares — an estimated $56K sold.

MYCIO Wealth Partners first reported a position in FPX in Q4 2014 and held it in 2 quarters. The position peaked at $56K in Q3 2019. 143 funds tracked by Wall St. Rank hold FPX as of Q4 2019.

MYCIO Wealth Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2019 after selling out during the quarter.
MYCIO Wealth Partners sold 744 First Trust US Equity Opportunities ETF shares in Q4 2019, an estimated $56K.
MYCIO Wealth Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2014 and held it in 2 quarters.
MYCIO Wealth Partners's First Trust US Equity Opportunities ETF position peaked at $56K in Q3 2019.
143 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2019.

Based on MYCIO Wealth Partners's 13F filing for Q4 2019, filed 13 Feb 2020.