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

V 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
2017 Q4	–	Sell	-30,928	Closed	-$1.98M	–	213
2017 Q3	$1.98M	Buy	30,928 +2,158	+8%	+$132K	1%	31
2017 Q2	$1.72M	Buy	28,770 +18,125	+170%	+$1.07M	0.81%	37
2017 Q1	$608K	Buy	+10,645	New	+$601K	0.37%	77

Other funds holding FPX

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

RJA

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

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

V Wealth Advisors's FPX Position: Q4 2017 in Review

V Wealth Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2017, closing a stake of 30,928 shares — an estimated $1.98M sold.

V Wealth Advisors first reported a position in FPX in Q1 2017 and held it in 3 quarters. The position peaked at $1.98M in Q3 2017. 105 funds tracked by Wall St. Rank hold FPX as of Q4 2017.

V Wealth Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2017 after selling out during the quarter.
V Wealth Advisors sold 30,928 First Trust US Equity Opportunities ETF shares in Q4 2017, an estimated $1.98M.
V Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2017 and held it in 3 quarters.
V Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $1.98M in Q3 2017.
105 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2017.

Based on V Wealth Advisors's 13F filing for Q4 2017, filed 19 Jan 2018.