RCA
FPX icon

Rowland Carmichael Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Rowland Carmichael Advisors’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
2016
Q3 		– Sell
-5,434
Closed -$275K – 294
2016
Q2 		$275K Sell
5,434
-3,093
-36% -$157K 0.17% 169
2016
Q1 		$427K Buy
+8,527
New +$403K 0.39% 86

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rowland Carmichael Advisors's FPX Position: Q3 2016 in Review

Rowland Carmichael Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2016, closing a stake of 5,434 shares — an estimated $275K sold.

Rowland Carmichael Advisors first reported a position in FPX in Q1 2016 and held it in 2 quarters. The position peaked at $427K in Q1 2016. 73 funds tracked by Wall St. Rank hold FPX as of Q3 2016.

  • Rowland Carmichael Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 5,434 First Trust US Equity Opportunities ETF shares in Q3 2016, an estimated $275K.
  • Rowland Carmichael Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2016 and held it in 2 quarters.
  • Rowland Carmichael Advisors's First Trust US Equity Opportunities ETF position peaked at $427K in Q1 2016.
  • 73 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2016, filed 10 Feb 2020.