Atlas Private Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-100	Closed	-$12K	–	202
2021 Q1	$12K	Hold	100	–	–	0.01%	297
2020 Q4	$12K	Hold	100	–	–	0.01%	294
2020 Q3	$10K	Hold	100	–	–	0.01%	310
2020 Q2	$8K	Hold	100	–	–	0.01%	344
2020 Q1	$6K	Hold	100	–	–	0.01%	351
2019 Q4	$8K	Buy	+100	New	+$7.76K	0.01%	364

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

RJFSA

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

RJA

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

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

Atlas Private Wealth Management's FPX Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2021, closing a stake of 100 shares — an estimated $12K sold.

Atlas Private Wealth Management first reported a position in FPX in Q4 2019 and held it in 6 quarters. The position peaked at $12K in Q1 2021. 197 funds tracked by Wall St. Rank hold FPX as of Q2 2021.

Atlas Private Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 100 First Trust US Equity Opportunities ETF shares in Q2 2021, an estimated $12K.
Atlas Private Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's First Trust US Equity Opportunities ETF position peaked at $12K in Q1 2021.
197 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.