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

Obermeyer 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
2013
Q3 		– Sell
-400
Closed -$14K – 148
2013
Q2 		$14K Buy
+400
New +$14.3K ﹤0.01% 233

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Obermeyer Wealth Partners's FPX Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2013, closing a stake of 400 shares — an estimated $14K sold.

Obermeyer Wealth Partners first reported a position in FPX in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 26 funds tracked by Wall St. Rank hold FPX as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 400 First Trust US Equity Opportunities ETF shares in Q3 2013, an estimated $14K.
  • Obermeyer Wealth Partners first reported a position in First Trust US Equity Opportunities ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's First Trust US Equity Opportunities ETF position peaked at $14K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.