Advisory Resource Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Advisory Resource Group’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
2024 Q3	–	Sell	-2,107	Closed	-$209K	–	159
2024 Q2	$209K	Hold	2,107	–	–	0.05%	152
2024 Q1	$223K	Hold	2,107	–	–	0.05%	151
2023 Q4	$202K	Buy	+2,107	New	+$182K	0.05%	149
2022 Q2	–	Sell	-2,172	Closed	-$237K	–	142
2022 Q1	$237K	Sell	2,172 -81	-4%	-$8.64K	0.07%	134
2021 Q4	$240K	Sell	2,253 -52	-2%	-$6.59K	0.08%	128
2021 Q3	$284K	Hold	2,305	–	–	0.1%	109
2021 Q2	$294K	Hold	2,305	–	–	0.12%	108
2021 Q1	$275K	Hold	2,305	–	–	0.13%	82
2020 Q4	$273K	Hold	2,305	–	–	0.14%	78
2020 Q3	$223K	Buy	+2,305	New	+$210K	0.13%	84

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

RJA

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

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

CCP

Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Advisory Resource Group's FPX Position: Q3 2024 in Review

Advisory Resource Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2024, closing a stake of 2,107 shares — an estimated $209K sold.

Advisory Resource Group first reported a position in FPX in Q3 2020 and held it in 10 quarters. The position peaked at $294K in Q2 2021. 162 funds tracked by Wall St. Rank hold FPX as of Q3 2024.

Advisory Resource Group reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2024 after selling out during the quarter.
Advisory Resource Group sold 2,107 First Trust US Equity Opportunities ETF shares in Q3 2024, an estimated $209K.
Advisory Resource Group first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and held it in 10 quarters.
Advisory Resource Group's First Trust US Equity Opportunities ETF position peaked at $294K in Q2 2021.
162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2024.

Based on Advisory Resource Group's 13F filing for Q3 2024, filed 20 Nov 2024.