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New York Life Investment Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

New York Life Investment Management’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
2014
Q2 		– Sell
-60,916
Closed -$2.79M – 204
2014
Q1 		$2.79M Sell
60,916
-91,090
-60% -$4.2M 0.59% 43
2013
Q4 		$6.9M Buy
152,006
+121,438
+397% +$5.2M 1.72% 18
2013
Q3 		$1.26M Buy
+30,568
New +$1.2M 0.39% 49

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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

New York Life Investment Management's FPX Position: Q2 2014 in Review

New York Life Investment Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2014, closing a stake of 60,916 shares — an estimated $2.79M sold.

New York Life Investment Management first reported a position in FPX in Q3 2013 and held it in 3 quarters. The position peaked at $6.9M in Q4 2013. 57 funds tracked by Wall St. Rank hold FPX as of Q2 2014.

  • New York Life Investment Management reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2014 after selling out during the quarter.
  • New York Life Investment Management sold 60,916 First Trust US Equity Opportunities ETF shares in Q2 2014, an estimated $2.79M.
  • New York Life Investment Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2013 and held it in 3 quarters.
  • New York Life Investment Management's First Trust US Equity Opportunities ETF position peaked at $6.9M in Q4 2013.
  • 57 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2014.

Based on New York Life Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.