WT
FPX icon

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

Wilmington Trust’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
Q2 		$313K Sell
6,500
-500
-7% -$23K 0.01% 594
2014
Q1 		$322K Buy
+7,000
New +$323K 0.01% 585

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Wilmington Trust's FPX Position: Q2 2014 in Review

Wilmington Trust reduced its First Trust US Equity Opportunities ETF (FPX) stake by 7.1% in Q2 2014, selling an estimated $23K and leaving 6,500 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #594.

Wilmington Trust first reported a position in FPX in Q1 2014 and has held it in 2 quarters since. The position peaked at $322K in Q1 2014. 57 funds tracked by Wall St. Rank hold FPX as of Q2 2014.

  • Wilmington Trust held 6,500 shares of First Trust US Equity Opportunities ETF worth $313K as of Q2 2014.
  • Wilmington Trust sold 500 First Trust US Equity Opportunities ETF shares in Q2 2014, an estimated $23K.
  • First Trust US Equity Opportunities ETF made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #594 holding.
  • Wilmington Trust first reported a position in First Trust US Equity Opportunities ETF in Q1 2014 and has held it in 2 quarters since.
  • Wilmington Trust's First Trust US Equity Opportunities ETF position peaked at $322K in Q1 2014.
  • 57 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.