Pittenger & Anderson Inc’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Pittenger & Anderson Inc’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	-103	Closed	-$7K	–	375
2018 Q2	$7K	Hold	103	–	–	﹤0.01%	345
2018 Q1	$7K	Buy	+103	New	+$7.31K	﹤0.01%	344
2016 Q4	–	Sell	-550	Closed	-$30K	–	377
2016 Q3	$30K	Sell	550 -1,720	-76%	-$91.8K	﹤0.01%	288
2016 Q2	$115K	Sell	2,270 -6,800	-75%	-$344K	0.01%	240
2016 Q1	$454K	Sell	9,070 -2,885	-24%	-$136K	0.05%	201
2015 Q4	$611K	Sell	11,955 -6,710	-36%	-$346K	0.08%	182
2015 Q3	$909K	Buy	18,665 +2,340	+14%	+$125K	0.12%	163
2015 Q2	$890K	Buy	16,325 +14,650	+875%	+$800K	0.11%	174
2015 Q1	$90K	Hold	1,675	–	–	0.01%	284
2014 Q4	$84K	Buy	1,675 +1,000	+148%	+$48.7K	0.01%	281
2014 Q3	$32K	Hold	675	–	–	﹤0.01%	305
2014 Q2	$32K	Buy	+675	New	+$31.1K	﹤0.01%	315

Other funds holding FPX

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

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

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

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Pittenger & Anderson Inc's FPX Position: Q3 2018 in Review

Pittenger & Anderson Inc sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2018, closing a stake of 103 shares — an estimated $7K sold.

Pittenger & Anderson Inc first reported a position in FPX in Q2 2014 and held it in 12 quarters. The position peaked at $909K in Q3 2015. 119 funds tracked by Wall St. Rank hold FPX as of Q3 2018.

Pittenger & Anderson Inc reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2018 after selling out during the quarter.
Pittenger & Anderson Inc sold 103 First Trust US Equity Opportunities ETF shares in Q3 2018, an estimated $7K.
Pittenger & Anderson Inc first reported a position in First Trust US Equity Opportunities ETF in Q2 2014 and held it in 12 quarters.
Pittenger & Anderson Inc's First Trust US Equity Opportunities ETF position peaked at $909K in Q3 2015.
119 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2018.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2018, filed 12 Oct 2018.