TRUE Private Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

TRUE Private Wealth 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 Q1	–	Sell	-51,808	Closed	-$2.65M	–	131
2015 Q4	$2.65M	Buy	+51,808	New	+$2.67M	1.17%	20

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

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

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

RJA

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TRUE Private Wealth Advisors's FPX Position: Q1 2016 in Review

TRUE Private Wealth Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2016, closing a stake of 51,808 shares — an estimated $2.65M sold.

TRUE Private Wealth Advisors first reported a position in FPX in Q4 2015 and held it in 1 quarter. The position peaked at $2.65M in Q4 2015. 76 funds tracked by Wall St. Rank hold FPX as of Q1 2016.

TRUE Private Wealth Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2016 after selling out during the quarter.
TRUE Private Wealth Advisors sold 51,808 First Trust US Equity Opportunities ETF shares in Q1 2016, an estimated $2.65M.
TRUE Private Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2015 and held it in 1 quarter.
TRUE Private Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $2.65M in Q4 2015.
76 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2016.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2016, filed 11 May 2016.