Rehmann Capital Advisory Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Rehmann Capital 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
2019 Q3	$1.12M	Buy	+34,743	New	+$2.73M	0.14%	76
2018 Q4	–	Sell	-206	Closed	-$15.3K	–	1930
2018 Q3	$15.3K	Hold	206	–	–	﹤0.01%	1211
2018 Q2	$14.7K	Hold	206	–	–	﹤0.01%	1205
2018 Q1	$14K	Buy	+206	New	+$14.6K	﹤0.01%	1195

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Rehmann Capital Advisory Group's FPX Position: Q3 2019 in Review

Rehmann Capital Advisory Group opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q3 2019: 34,743 shares worth $1.12M. The stake represents 0.14% of the portfolio and ranks #76 among its holdings. This is a return to the name: Rehmann Capital Advisory Group previously reported a position in FPX as recently as Q3 2018.

Rehmann Capital Advisory Group first reported a position in FPX in Q1 2018 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold FPX as of Q3 2019.

Rehmann Capital Advisory Group held 34,743 shares of First Trust US Equity Opportunities ETF worth $1.12M as of Q3 2019.
First Trust US Equity Opportunities ETF was a new Rehmann Capital Advisory Group position in Q3 2019.
First Trust US Equity Opportunities ETF made up 0.14% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #76 holding.
Rehmann Capital Advisory Group first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and has held it in 4 quarters since.
135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.