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

Zions Bancorporation’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
2020 Q1	–	Sell	-2,600	Closed	-$209K	–	927
2019 Q4	$209K	Hold	2,600	–	–	0.03%	214
2019 Q3	$197K	Hold	2,600	–	–	0.03%	249
2019 Q2	$203K	Hold	2,600	–	–	0.03%	229
2019 Q1	$195K	Buy	+2,600	New	+$183K	0.03%	218

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Zions Bancorporation's FPX Position: Q1 2020 in Review

Zions Bancorporation sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2020, closing a stake of 2,600 shares — an estimated $209K sold.

Zions Bancorporation first reported a position in FPX in Q1 2019 and held it in 4 quarters. The position peaked at $209K in Q4 2019. 135 funds tracked by Wall St. Rank hold FPX as of Q1 2020.

Zions Bancorporation reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2020 after selling out during the quarter.
Zions Bancorporation sold 2,600 First Trust US Equity Opportunities ETF shares in Q1 2020, an estimated $209K.
Zions Bancorporation first reported a position in First Trust US Equity Opportunities ETF in Q1 2019 and held it in 4 quarters.
Zions Bancorporation's First Trust US Equity Opportunities ETF position peaked at $209K in Q4 2019.
135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2020.

Based on Zions Bancorporation's 13F filing for Q1 2020, filed 15 May 2020.