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Optimum Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-400
Closed -$19K – 994
2014
Q3 		$19K Hold
400
– – 0.01% 648
2014
Q2 		$19K Hold
400
– – 0.01% 668
2014
Q1 		$18K Buy
+400
New +$18.4K 0.01% 531

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's FPX Position: Q4 2014 in Review

Optimum Investment Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2014, closing a stake of 400 shares — an estimated $19K sold.

Optimum Investment Advisors first reported a position in FPX in Q1 2014 and held it in 3 quarters. The position peaked at $19K in Q3 2014. 68 funds tracked by Wall St. Rank hold FPX as of Q4 2014.

  • Optimum Investment Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 First Trust US Equity Opportunities ETF shares in Q4 2014, an estimated $19K.
  • Optimum Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2014 and held it in 3 quarters.
  • Optimum Investment Advisors's First Trust US Equity Opportunities ETF position peaked at $19K in Q3 2014.
  • 68 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.