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

Advisornet Financial’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
-100
Closed -$8K – 1826
2019
Q4 		$8K Buy
+100
New +$7.76K ﹤0.01% 1431
2018
Q4 		– Sell
-18
Closed -$1K – 1495
2018
Q3 		$1K Buy
+18
New +$1.33K ﹤0.01% 1405

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
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

Advisornet Financial's FPX Position: Q1 2020 in Review

Advisornet Financial sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2020, closing a stake of 100 shares — an estimated $8K sold.

Advisornet Financial first reported a position in FPX in Q3 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 135 funds tracked by Wall St. Rank hold FPX as of Q1 2020.

  • Advisornet Financial reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2020 after selling out during the quarter.
  • Advisornet Financial sold 100 First Trust US Equity Opportunities ETF shares in Q1 2020, an estimated $8K.
  • Advisornet Financial first reported a position in First Trust US Equity Opportunities ETF in Q3 2018 and held it in 2 quarters.
  • Advisornet Financial's First Trust US Equity Opportunities ETF position peaked at $8K in Q4 2019.
  • 135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.