Washington Trust Bank’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Washington Trust Bank’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
2018 Q4	–	Sell	-555	Closed	-$41K	–	625
2018 Q3	$41K	Hold	555	–	–	0.01%	393
2018 Q2	$40K	Hold	555	–	–	0.01%	406
2018 Q1	$38K	Hold	555	–	–	0.01%	437
2017 Q4	$38K	Hold	555	–	–	0.01%	460
2017 Q3	$35K	Hold	555	–	–	0.01%	453
2017 Q2	$33K	Buy	+555	New	+$32.6K	0.01%	427

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Washington Trust Bank's FPX Position: Q4 2018 in Review

Washington Trust Bank sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2018, closing a stake of 555 shares — an estimated $41K sold.

Washington Trust Bank first reported a position in FPX in Q2 2017 and held it in 6 quarters. The position peaked at $41K in Q3 2018. 127 funds tracked by Wall St. Rank hold FPX as of Q4 2018.

Washington Trust Bank reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2018 after selling out during the quarter.
Washington Trust Bank sold 555 First Trust US Equity Opportunities ETF shares in Q4 2018, an estimated $41K.
Washington Trust Bank first reported a position in First Trust US Equity Opportunities ETF in Q2 2017 and held it in 6 quarters.
Washington Trust Bank's First Trust US Equity Opportunities ETF position peaked at $41K in Q3 2018.
127 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2018.

Based on Washington Trust Bank's 13F filing for Q4 2018, filed 13 Feb 2019.