SEI Investments’s First Trust US Equity Opportunities ETF FPX Stock Holding History

SEI Investments’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
2018 Q1	–	Sell	-28	Closed	-$2K	–	3536
2017 Q4	$2K	Hold	28	–	–	﹤0.01%	3110
2017 Q3	$2K	Hold	28	–	–	﹤0.01%	2979
2017 Q2	$2K	Buy	+28	New	+$1.65K	﹤0.01%	2863

Other funds holding FPX

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RJFSA

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

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

SEI Investments's FPX Position: Q1 2018 in Review

SEI Investments sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2018, closing a stake of 28 shares — an estimated $2K sold.

SEI Investments first reported a position in FPX in Q2 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 112 funds tracked by Wall St. Rank hold FPX as of Q1 2018.

SEI Investments reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2018 after selling out during the quarter.
SEI Investments sold 28 First Trust US Equity Opportunities ETF shares in Q1 2018, an estimated $2K.
SEI Investments first reported a position in First Trust US Equity Opportunities ETF in Q2 2017 and held it in 3 quarters.
SEI Investments's First Trust US Equity Opportunities ETF position peaked at $2K in Q4 2017.
112 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2018.

Based on SEI Investments's 13F filing for Q1 2018, filed 11 May 2018.