Quad-Cities Investment Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-740	Closed	-$57K	–	342
2019 Q3	$57K	Buy	740 +198	+37%	+$15.6K	0.05%	304
2019 Q2	$43K	Buy	542 +438	+421%	+$33.3K	0.04%	362
2019 Q1	$8K	Hold	104	–	–	0.01%	619
2018 Q4	$6K	Buy	104 +1	+1%	+$67	0.01%	656
2018 Q3	$8K	Hold	103	–	–	0.01%	648
2018 Q2	$7K	Buy	+103	New	+$7.29K	0.01%	667

Other funds holding FPX

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Quad-Cities Investment Group's FPX Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2019, closing a stake of 740 shares — an estimated $57K sold.

Quad-Cities Investment Group first reported a position in FPX in Q2 2018 and held it in 6 quarters. The position peaked at $57K in Q3 2019. 143 funds tracked by Wall St. Rank hold FPX as of Q4 2019.

Quad-Cities Investment Group reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 740 First Trust US Equity Opportunities ETF shares in Q4 2019, an estimated $57K.
Quad-Cities Investment Group first reported a position in First Trust US Equity Opportunities ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's First Trust US Equity Opportunities ETF position peaked at $57K in Q3 2019.
143 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.