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

Sequoia 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
2019 Q3	–	Sell	-54,076	Closed	-$4.32M	–	61
2019 Q2	$4.32M	Sell	54,076 -2,910	-5%	-$221K	4.09%	7
2019 Q1	$4.27M	Sell	56,986 -153	-0.3%	-$10.8K	3.47%	7
2018 Q4	$3.55M	Sell	57,139 -1,703	-3%	-$114K	3.51%	7
2018 Q3	$4.37M	Buy	58,842 +12,621	+27%	+$931K	3.75%	7
2018 Q2	$3.32M	Buy	46,221 +4,270	+10%	+$302K	3.52%	7
2018 Q1	$2.87M	Buy	41,951 +5,736	+16%	+$407K	2.77%	10
2017 Q4	$2.54M	Buy	+36,215	New	+$2.41M	2.3%	13

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

Sequoia Wealth Management's FPX Position: Q3 2019 in Review

Sequoia Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2019, closing a stake of 54,076 shares — an estimated $4.32M sold.

Sequoia Wealth Management first reported a position in FPX in Q4 2017 and held it in 7 quarters. The position peaked at $4.37M in Q3 2018. 135 funds tracked by Wall St. Rank hold FPX as of Q3 2019.

Sequoia Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 54,076 First Trust US Equity Opportunities ETF shares in Q3 2019, an estimated $4.32M.
Sequoia Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and held it in 7 quarters.
Sequoia Wealth Management's First Trust US Equity Opportunities ETF position peaked at $4.37M in Q3 2018.
135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.