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Aveo Capital Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Aveo Capital Partners’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
2020
Q4 		– Sell
-13,797
Closed -$1.33M – 94
2020
Q3 		$1.33M Buy
+13,797
New +$1.26M 0.48% 47

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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aveo Capital Partners's FPX Position: Q4 2020 in Review

Aveo Capital Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2020, closing a stake of 13,797 shares — an estimated $1.33M sold.

Aveo Capital Partners first reported a position in FPX in Q3 2020 and held it in 1 quarter. The position peaked at $1.33M in Q3 2020. 172 funds tracked by Wall St. Rank hold FPX as of Q4 2020.

  • Aveo Capital Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2020 after selling out during the quarter.
  • Aveo Capital Partners sold 13,797 First Trust US Equity Opportunities ETF shares in Q4 2020, an estimated $1.33M.
  • Aveo Capital Partners first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and held it in 1 quarter.
  • Aveo Capital Partners's First Trust US Equity Opportunities ETF position peaked at $1.33M in Q3 2020.
  • 172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2020.

Based on Aveo Capital Partners's 13F filing for Q4 2020, filed 10 Feb 2021.