Wealthspire Advisors (Maryland)’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	–	Sell	-221	Closed	-$16K	–	2423
2018 Q2	$16K	Hold	221	–	–	﹤0.01%	1394
2018 Q1	$15K	Hold	221	–	–	﹤0.01%	1397
2017 Q4	$15K	Hold	221	–	–	﹤0.01%	1425
2017 Q3	$14K	Hold	221	–	–	﹤0.01%	1434
2017 Q2	$13K	Hold	221	–	–	﹤0.01%	1432
2017 Q1	$13K	Hold	221	–	–	﹤0.01%	1236
2016 Q4	$12K	Buy	+221	New	+$11.8K	﹤0.01%	1160

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

RJA

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

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

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

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

Wealthspire Advisors (Maryland)'s FPX Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2018, closing a stake of 221 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in FPX in Q4 2016 and held it in 7 quarters. The position peaked at $16K in Q2 2018. 119 funds tracked by Wall St. Rank hold FPX as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 221 First Trust US Equity Opportunities ETF shares in Q3 2018, an estimated $16K.
Wealthspire Advisors (Maryland) first reported a position in First Trust US Equity Opportunities ETF in Q4 2016 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s First Trust US Equity Opportunities ETF position peaked at $16K in Q2 2018.
119 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.