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Placemark Investments’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Placemark Investments’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 		$505K Buy
10,050
+1,545
+18% +$75.3K 0.01% 1170
2014
Q3 		$409K Buy
8,505
+399
+5% +$19.3K 0.01% 1251
2014
Q2 		$390K Buy
8,106
+3,304
+69% +$152K 0.01% 1279
2014
Q1 		$220K Buy
+4,802
New +$221K ﹤0.01% 1473

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

Placemark Investments's FPX Position: Q4 2014 in Review

Placemark Investments increased its First Trust US Equity Opportunities ETF (FPX) stake by 18% in Q4 2014, buying an estimated $75.3K and bringing the position to 10,050 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #1170.

Placemark Investments first reported a position in FPX in Q1 2014 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold FPX as of Q4 2014.

  • Placemark Investments held 10,050 shares of First Trust US Equity Opportunities ETF worth $505K as of Q4 2014.
  • Placemark Investments bought 1,545 First Trust US Equity Opportunities ETF shares in Q4 2014, an estimated $75.3K.
  • First Trust US Equity Opportunities ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1170 holding.
  • Placemark Investments first reported a position in First Trust US Equity Opportunities ETF in Q1 2014 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.