Suntrust Banks’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Suntrust Banks’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	$1.7M	Sell	29,314 -9,253	-24%	-$728K	0.01%	628
2019 Q2	$2.23M	Buy	38,567 +7,467	+24%	+$568K	0.01%	559
2019 Q1	$1.8M	Sell	31,100 -1,323	-4%	-$93.1K	0.01%	606
2018 Q4	$1.88M	Buy	32,423 +136	+0.4%	+$9.1K	0.01%	536
2018 Q3	$1.9M	Sell	32,287 -1,954	-6%	-$144K	0.01%	569
2018 Q2	$2.01M	Sell	34,241 -6,148	-15%	-$435K	0.01%	551
2018 Q1	$2.37M	Buy	40,389 +14,773	+58%	+$1.05M	0.01%	478
2017 Q4	$1.5M	Buy	25,616 +1,092	+4%	+$72.5K	0.01%	606
2017 Q3	$1.44M	Buy	24,524 +2,523	+11%	+$154K	0.01%	634
2017 Q2	$1.29M	Buy	22,001 +2,314	+12%	+$136K	0.01%	604
2017 Q1	$1.13M	Buy	+19,687	New	+$1.11M	0.01%	621
2016 Q1	–	Sell	-19,848	Closed	-$1.04M	–	1482
2015 Q4	$1.04M	Buy	+19,848	New	+$1.02M	0.01%	667

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 $79.5B AUM 27.1% 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

Suntrust Banks's FPX Position: Q3 2019 in Review

Suntrust Banks reduced its First Trust US Equity Opportunities ETF (FPX) stake by 24% in Q3 2019, selling an estimated $728K and leaving 29,314 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #628.

Suntrust Banks first reported a position in FPX in Q4 2015 and has held it in 12 quarters since. The position peaked at $2.37M in Q1 2018. 135 funds tracked by Wall St. Rank hold FPX as of Q3 2019.

Suntrust Banks held 29,314 shares of First Trust US Equity Opportunities ETF worth $1.7M as of Q3 2019.
Suntrust Banks sold 9,253 First Trust US Equity Opportunities ETF shares in Q3 2019, an estimated $728K.
First Trust US Equity Opportunities ETF made up 0.01% of Suntrust Banks's portfolio in Q3 2019, its #628 holding.
Suntrust Banks first reported a position in First Trust US Equity Opportunities ETF in Q4 2015 and has held it in 12 quarters since.
Suntrust Banks's First Trust US Equity Opportunities ETF position peaked at $2.37M in Q1 2018.
135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.