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

American Portfolios 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
2022 Q3	$93.3K	Hold	1,152	–	–	﹤0.01%	1393
2022 Q2	$94.6K	Hold	1,152	–	–	﹤0.01%	1428
2022 Q1	$126K	Buy	1,152 +43	+4%	+$4.58K	﹤0.01%	1400
2021 Q4	$136K	Hold	1,109	–	–	﹤0.01%	1362
2021 Q3	$137K	Buy	1,109 +221	+25%	+$28.1K	0.01%	1307
2021 Q2	$113K	Sell	888 -3,542	-80%	-$432K	﹤0.01%	1355
2021 Q1	$528K	Buy	4,430 +2,664	+151%	+$335K	0.02%	627
2020 Q4	$209K	Sell	1,766 -17,205	-91%	-$1.86M	0.01%	868
2020 Q3	$1.83M	Buy	18,971 +17,821	+1,550%	+$1.63M	0.11%	182
2020 Q2	$96.3K	Buy	1,150 +168	+17%	+$12.7K	0.01%	1015
2020 Q1	$61.9K	Sell	982 -18,520	-95%	-$1.43M	0.01%	1077
2019 Q4	$1.57M	Sell	19,502 -573	-3%	-$44.5K	0.11%	184
2019 Q3	$1.52M	Sell	20,075 -4,080	-17%	-$321K	0.12%	166
2019 Q2	$1.88M	Buy	24,155 +261	+1%	+$19.8K	0.16%	143
2019 Q1	$1.79M	Buy	23,894 +22,722	+1,939%	+$1.6M	0.17%	126
2018 Q4	$72.7K	Buy	1,172 +549	+88%	+$36.8K	0.01%	862
2018 Q3	$46.3K	Hold	623	–	–	0.01%	1143
2018 Q2	$44.5K	Hold	623	–	–	0.01%	1122
2018 Q1	$42.7K	Hold	623	–	–	0.01%	1091
2017 Q4	$42.5K	Buy	+623	New	+$41.4K	0.01%	1067

Other funds holding FPX

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

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

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

American Portfolios Advisors's FPX Position: Q3 2022 in Review

American Portfolios Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q3 2022 at 1,152 shares worth $93.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

American Portfolios Advisors first reported a position in FPX in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.88M in Q2 2019. 172 funds tracked by Wall St. Rank hold FPX as of Q3 2022.

American Portfolios Advisors held 1,152 shares of First Trust US Equity Opportunities ETF worth $93.3K as of Q3 2022.
American Portfolios Advisors left its First Trust US Equity Opportunities ETF share count unchanged in Q3 2022.
First Trust US Equity Opportunities ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1393 holding.
American Portfolios Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust US Equity Opportunities ETF position peaked at $1.88M in Q2 2019.
172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.