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

WFG 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 Q2	$265K	Buy	4,448 +108	+2%	+$6.35K	0.06%	303
2017 Q1	$249K	Buy	4,340 +445	+11%	+$25.1K	0.07%	293
2016 Q4	$211K	Sell	3,895 -635	-14%	-$34K	0.05%	368
2016 Q3	$246K	Buy	4,530 +1	+0%	+$53	0.06%	314
2016 Q2	$229K	Buy	4,529 +51	+1%	+$2.58K	0.06%	297
2016 Q1	$224K	Sell	4,478 -265	-6%	-$12.5K	0.06%	273
2015 Q4	$242K	Buy	4,743 +151	+3%	+$7.79K	0.07%	256
2015 Q3	$224K	Buy	4,592 +201	+5%	+$10.7K	0.07%	268
2015 Q2	$240K	Buy	4,391 +585	+15%	+$31.9K	0.07%	293
2015 Q1	$205K	Sell	3,806 -54	-1%	-$2.78K	0.06%	345
2014 Q4	$194K	Sell	3,860 -400	-9%	-$19.5K	0.04%	435
2014 Q3	$205K	Buy	4,260 +1	+0%	+$48	0.04%	443
2014 Q2	$205K	Buy	4,259 +700	+20%	+$32.2K	0.04%	441
2014 Q1	$163K	Buy	3,559 +2,512	+240%	+$116K	0.03%	480
2013 Q4	$48K	Buy	+1,047	New	+$44.9K	0.01%	1015

Other funds holding FPX

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

WFG Advisors's FPX Position: Q2 2017 in Review

WFG Advisors increased its First Trust US Equity Opportunities ETF (FPX) stake by 2.5% in Q2 2017, buying an estimated $6.35K and bringing the position to 4,448 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #303.

WFG Advisors first reported a position in FPX in Q4 2013 and has held it in 15 quarters since. 89 funds tracked by Wall St. Rank hold FPX as of Q2 2017.

WFG Advisors held 4,448 shares of First Trust US Equity Opportunities ETF worth $265K as of Q2 2017.
WFG Advisors bought 108 First Trust US Equity Opportunities ETF shares in Q2 2017, an estimated $6.35K.
First Trust US Equity Opportunities ETF made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #303 holding.
WFG Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2013 and has held it in 15 quarters since.
89 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.