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Baldrige Asset Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Baldrige Asset 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
2022
Q1 		– Sell
-133
Closed -$16K – 325
2021
Q4 		$16K Hold
133
– – 0.01% 248
2021
Q3 		$16K Hold
133
– – 0.01% 252
2021
Q2 		$17K Buy
+133
New +$16.2K 0.01% 256

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Baldrige Asset Management's FPX Position: Q1 2022 in Review

Baldrige Asset Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2022, closing a stake of 133 shares — an estimated $16K sold.

Baldrige Asset Management first reported a position in FPX in Q2 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 193 funds tracked by Wall St. Rank hold FPX as of Q1 2022.

  • Baldrige Asset Management reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
  • Baldrige Asset Management sold 133 First Trust US Equity Opportunities ETF shares in Q1 2022, an estimated $16K.
  • Baldrige Asset Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2021 and held it in 3 quarters.
  • Baldrige Asset Management's First Trust US Equity Opportunities ETF position peaked at $17K in Q2 2021.
  • 193 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2022.

Based on Baldrige Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.