Polaris Wealth Advisory Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-879	Closed	-$65K	–	257
2018 Q3	$65K	Buy	879 +215	+32%	+$15.9K	﹤0.01%	229
2018 Q2	$46K	Sell	664 -820	-55%	-$58K	﹤0.01%	133
2018 Q1	$102K	Sell	1,484 -4,156	-74%	-$295K	0.01%	165
2017 Q4	$385K	Sell	5,640 -11,181	-66%	-$743K	0.03%	113
2017 Q3	$1.07M	Sell	16,821 -2,505	-13%	-$153K	0.09%	89
2017 Q2	$1.15M	Buy	+19,326	New	+$1.14M	0.13%	70

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Polaris Wealth Advisory Group's FPX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2018, closing a stake of 879 shares — an estimated $65K sold.

Polaris Wealth Advisory Group first reported a position in FPX in Q2 2017 and held it in 6 quarters. The position peaked at $1.15M in Q2 2017. 127 funds tracked by Wall St. Rank hold FPX as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 879 First Trust US Equity Opportunities ETF shares in Q4 2018, an estimated $65K.
Polaris Wealth Advisory Group first reported a position in First Trust US Equity Opportunities ETF in Q2 2017 and held it in 6 quarters.
Polaris Wealth Advisory Group's First Trust US Equity Opportunities ETF position peaked at $1.15M in Q2 2017.
127 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.