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Proficio Capital Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Proficio Capital Partners’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
2017
Q1 		– Sell
-400
Closed -$22K – 1320
2016
Q4 		$22K Buy
+400
New +$21.4K 0.01% 420

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LPL Financial
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Proficio Capital Partners's FPX Position: Q1 2017 in Review

Proficio Capital Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2017, closing a stake of 400 shares — an estimated $22K sold.

Proficio Capital Partners first reported a position in FPX in Q4 2016 and held it in 1 quarter. The position peaked at $22K in Q4 2016. 82 funds tracked by Wall St. Rank hold FPX as of Q1 2017.

  • Proficio Capital Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 400 First Trust US Equity Opportunities ETF shares in Q1 2017, an estimated $22K.
  • Proficio Capital Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2016 and held it in 1 quarter.
  • Proficio Capital Partners's First Trust US Equity Opportunities ETF position peaked at $22K in Q4 2016.
  • 82 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2017.

Based on Proficio Capital Partners's 13F filing for Q1 2017, filed 25 May 2017.