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Tradewinds Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Tradewinds Capital 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
-100
Closed -$5K – 631
2014
Q3 		$5K Hold
100
– – ﹤0.01% 443
2014
Q2 		$5K Hold
100
– – ﹤0.01% 444
2014
Q1 		$5K Buy
+100
New +$4.61K ﹤0.01% 464

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

Tradewinds Capital Management's FPX Position: Q4 2014 in Review

Tradewinds Capital Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2014, closing a stake of 100 shares — an estimated $5K sold.

Tradewinds Capital Management first reported a position in FPX in Q1 2014 and held it in 3 quarters. The position peaked at $5K in Q3 2014. 68 funds tracked by Wall St. Rank hold FPX as of Q4 2014.

  • Tradewinds Capital Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 100 First Trust US Equity Opportunities ETF shares in Q4 2014, an estimated $5K.
  • Tradewinds Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2014 and held it in 3 quarters.
  • Tradewinds Capital Management's First Trust US Equity Opportunities ETF position peaked at $5K in Q3 2014.
  • 68 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2014.

Based on Tradewinds Capital Management's 13F filing for Q4 2014, filed 5 Feb 2015.