Atlas Capital Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Atlas Capital 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
2024 Q2	–	Sell	-650	Closed	-$68.8K	–	936
2024 Q1	$68.8K	Hold	650	–	–	0.01%	529
2023 Q4	$62.3K	Hold	650	–	–	0.01%	559
2023 Q3	$54.6K	Hold	650	–	–	0.01%	526
2023 Q2	$57.3K	Hold	650	–	–	0.01%	549
2023 Q1	$54.6K	Hold	650	–	–	0.01%	552
2022 Q4	$51.1K	Hold	650	–	–	0.01%	538
2022 Q3	$52.7K	Hold	650	–	–	0.01%	527
2022 Q2	$53.4K	Buy	+650	New	+$60.5K	0.01%	544

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

CCP

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

Atlas Capital Advisors's FPX Position: Q2 2024 in Review

Atlas Capital Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2024, closing a stake of 650 shares — an estimated $68.8K sold.

Atlas Capital Advisors first reported a position in FPX in Q2 2022 and held it in 8 quarters. The position peaked at $68.8K in Q1 2024. 151 funds tracked by Wall St. Rank hold FPX as of Q2 2024.

Atlas Capital Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2024 after selling out during the quarter.
Atlas Capital Advisors sold 650 First Trust US Equity Opportunities ETF shares in Q2 2024, an estimated $68.8K.
Atlas Capital Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2022 and held it in 8 quarters.
Atlas Capital Advisors's First Trust US Equity Opportunities ETF position peaked at $68.8K in Q1 2024.
151 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2024.

Based on Atlas Capital Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.