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Vantage Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Vantage Investment 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
2014
Q3 		– Sell
-165
Closed -$8K – 745
2014
Q2 		$8K Buy
+165
New +$7.6K ﹤0.01% 504

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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vantage Investment Advisors's FPX Position: Q3 2014 in Review

Vantage Investment Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2014, closing a stake of 165 shares — an estimated $8K sold.

Vantage Investment Advisors first reported a position in FPX in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 63 funds tracked by Wall St. Rank hold FPX as of Q3 2014.

  • Vantage Investment Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2014 after selling out during the quarter.
  • Vantage Investment Advisors sold 165 First Trust US Equity Opportunities ETF shares in Q3 2014, an estimated $8K.
  • Vantage Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2014 and held it in 1 quarter.
  • Vantage Investment Advisors's First Trust US Equity Opportunities ETF position peaked at $8K in Q2 2014.
  • 63 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2014.

Based on Vantage Investment Advisors's 13F filing for Q3 2014, filed 31 Oct 2014.