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Atria Wealth Solutions’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-2,034
Closed -$222K – 1730
2022
Q1 		$222K Buy
+2,034
New +$217K ﹤0.01% 1517

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's FPX Position: Q2 2022 in Review

Atria Wealth Solutions sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2022, closing a stake of 2,034 shares — an estimated $222K sold.

Atria Wealth Solutions first reported a position in FPX in Q1 2022 and held it in 1 quarter. The position peaked at $222K in Q1 2022. 179 funds tracked by Wall St. Rank hold FPX as of Q2 2022.

  • Atria Wealth Solutions reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,034 First Trust US Equity Opportunities ETF shares in Q2 2022, an estimated $222K.
  • Atria Wealth Solutions first reported a position in First Trust US Equity Opportunities ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's First Trust US Equity Opportunities ETF position peaked at $222K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.