POIA
FPX icon

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

Pin Oak 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
2018
Q3 		– Sell
-347
Closed -$25K – 422
2018
Q2 		$25K Hold
347
– – 0.02% 249
2018
Q1 		$24K Buy
+347
New +$24.6K 0.02% 250

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pin Oak Investment Advisors's FPX Position: Q3 2018 in Review

Pin Oak Investment Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2018, closing a stake of 347 shares — an estimated $25K sold.

Pin Oak Investment Advisors first reported a position in FPX in Q1 2018 and held it in 2 quarters. The position peaked at $25K in Q2 2018. 119 funds tracked by Wall St. Rank hold FPX as of Q3 2018.

  • Pin Oak Investment Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 347 First Trust US Equity Opportunities ETF shares in Q3 2018, an estimated $25K.
  • Pin Oak Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and held it in 2 quarters.
  • Pin Oak Investment Advisors's First Trust US Equity Opportunities ETF position peaked at $25K in Q2 2018.
  • 119 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.