Transamerica Financial Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Transamerica Financial Advisors’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
2016 Q2	–	Sell	-861	Closed	-$44K	–	504
2016 Q1	$44K	Hold	861	–	–	﹤0.01%	379
2015 Q4	$45K	Sell	861 -1,027	-54%	-$53K	﹤0.01%	418
2015 Q3	$92K	Buy	1,888 +1,800	+2,045%	+$96.1K	0.01%	329
2015 Q2	$5K	Hold	88	–	–	﹤0.01%	699
2015 Q1	$5K	Buy	+88	New	+$4.53K	﹤0.01%	696

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Transamerica Financial Advisors's FPX Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2016, closing a stake of 861 shares — an estimated $44K sold.

Transamerica Financial Advisors first reported a position in FPX in Q1 2015 and held it in 5 quarters. The position peaked at $92K in Q3 2015. 79 funds tracked by Wall St. Rank hold FPX as of Q2 2016.

Transamerica Financial Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 861 First Trust US Equity Opportunities ETF shares in Q2 2016, an estimated $44K.
Transamerica Financial Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's First Trust US Equity Opportunities ETF position peaked at $92K in Q3 2015.
79 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.