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Stadion Money Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Stadion Money 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
2014
Q4 		– Sell
-194,056
Closed -$9.33M – 118
2014
Q3 		$9.33M Buy
+194,056
New +$9.39M 0.39% 23

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stadion Money Management's FPX Position: Q4 2014 in Review

Stadion Money Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2014, closing a stake of 194,056 shares — an estimated $9.33M sold.

Stadion Money Management first reported a position in FPX in Q3 2014 and held it in 1 quarter. The position peaked at $9.33M in Q3 2014. 68 funds tracked by Wall St. Rank hold FPX as of Q4 2014.

  • Stadion Money Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2014 after selling out during the quarter.
  • Stadion Money Management sold 194,056 First Trust US Equity Opportunities ETF shares in Q4 2014, an estimated $9.33M.
  • Stadion Money Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2014 and held it in 1 quarter.
  • Stadion Money Management's First Trust US Equity Opportunities ETF position peaked at $9.33M in Q3 2014.
  • 68 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2014.

Based on Stadion Money Management's 13F filing for Q4 2014, filed 13 Feb 2015.