Rezny Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Rezny Wealth Management’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 Q2	–	Sell	-51,238	Closed	-$2.94M	–	16
2017 Q1	$2.94M	Buy	51,238 +9,099	+22%	+$513K	2.42%	12
2016 Q4	$2.28M	Buy	42,139 +88	+0.2%	+$4.71K	1.98%	14
2016 Q3	$2.28M	Buy	42,051 +1,659	+4%	+$88.5K	2.14%	14
2016 Q2	$2.02M	Hold	40,392	–	–	2.13%	14
2016 Q1	$2.02M	Sell	40,392 -165	-0.4%	-$7.79K	2.13%	14
2015 Q4	$2.07M	Sell	40,557 -6,473	-14%	-$334K	2.15%	13
2015 Q3	$2.29M	Sell	47,030 -1,520	-3%	-$81.2K	2.35%	11
2015 Q2	$2.65M	Buy	48,550 +1,613	+3%	+$88.1K	2.41%	12
2015 Q1	$2.53M	Buy	+46,937	New	+$2.41M	2.34%	12

Other funds holding FPX

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

Citigroup New York $235B AUM 32.99% 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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rezny Wealth Management's FPX Position: Q2 2017 in Review

Rezny Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2017, closing a stake of 51,238 shares — an estimated $2.94M sold.

Rezny Wealth Management first reported a position in FPX in Q1 2015 and held it in 9 quarters. The position peaked at $2.94M in Q1 2017. 89 funds tracked by Wall St. Rank hold FPX as of Q2 2017.

Rezny Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2017 after selling out during the quarter.
Rezny Wealth Management sold 51,238 First Trust US Equity Opportunities ETF shares in Q2 2017, an estimated $2.94M.
Rezny Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2015 and held it in 9 quarters.
Rezny Wealth Management's First Trust US Equity Opportunities ETF position peaked at $2.94M in Q1 2017.
89 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2017.

Based on Rezny Wealth Management's 13F filing for Q2 2017, filed 1 Aug 2017.