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

SII 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
-63,141
Closed -$4.31M – 102
2017
Q4 		$4.31M Buy
63,141
+44,235
+234% +$2.94M 0.45% 51
2017
Q3 		$1.2M Buy
18,906
+14,266
+307% +$873K 0.07% 200
2017
Q2 		$276K Buy
+4,640
New +$273K 0.02% 480

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
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
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

SII Investments's FPX Position: Q1 2018 in Review

SII Investments sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2018, closing a stake of 63,141 shares — an estimated $4.31M sold.

SII Investments first reported a position in FPX in Q2 2017 and held it in 3 quarters. The position peaked at $4.31M in Q4 2017. 112 funds tracked by Wall St. Rank hold FPX as of Q1 2018.

  • SII Investments reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 63,141 First Trust US Equity Opportunities ETF shares in Q1 2018, an estimated $4.31M.
  • SII Investments first reported a position in First Trust US Equity Opportunities ETF in Q2 2017 and held it in 3 quarters.
  • SII Investments's First Trust US Equity Opportunities ETF position peaked at $4.31M in Q4 2017.
  • 112 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.