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VisionPoint Advisory Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

VisionPoint Advisory Group’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
2019
Q1 		– Sell
-32,720
Closed -$4.06M – 142
2018
Q4 		$4.06M Buy
+32,720
New +$2.19M 1.32% 12

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VisionPoint Advisory Group's FPX Position: Q1 2019 in Review

VisionPoint Advisory Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2019, closing a stake of 32,720 shares — an estimated $4.06M sold.

VisionPoint Advisory Group first reported a position in FPX in Q4 2018 and held it in 1 quarter. The position peaked at $4.06M in Q4 2018. 131 funds tracked by Wall St. Rank hold FPX as of Q1 2019.

  • VisionPoint Advisory Group reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2019 after selling out during the quarter.
  • VisionPoint Advisory Group sold 32,720 First Trust US Equity Opportunities ETF shares in Q1 2019, an estimated $4.06M.
  • VisionPoint Advisory Group first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and held it in 1 quarter.
  • VisionPoint Advisory Group's First Trust US Equity Opportunities ETF position peaked at $4.06M in Q4 2018.
  • 131 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2019.

Based on VisionPoint Advisory Group's 13F filing for Q1 2019, filed 10 May 2019.