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

Baystate 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
2023 Q4	$13.4K	Hold	140	–	–	﹤0.01%	661
2023 Q3	$11.8K	Hold	140	–	–	﹤0.01%	554
2023 Q2	$12.3K	Hold	140	–	–	﹤0.01%	538
2023 Q1	$11.8K	Hold	140	–	–	﹤0.01%	536
2022 Q4	$11K	Hold	140	–	–	﹤0.01%	550
2022 Q3	$11K	Hold	140	–	–	﹤0.01%	521
2022 Q2	$12K	Hold	140	–	–	﹤0.01%	529
2022 Q1	$15K	Hold	140	–	–	﹤0.01%	504
2021 Q4	$17K	Hold	140	–	–	﹤0.01%	492
2021 Q3	$17K	Hold	140	–	–	﹤0.01%	455
2021 Q2	$18K	Hold	140	–	–	﹤0.01%	426
2021 Q1	$17K	Hold	140	–	–	﹤0.01%	401
2020 Q4	$17K	Hold	140	–	–	﹤0.01%	363
2020 Q3	$14K	Hold	140	–	–	﹤0.01%	356
2020 Q2	$12K	Hold	140	–	–	﹤0.01%	361
2020 Q1	$9K	Hold	140	–	–	﹤0.01%	374
2019 Q4	$11K	Hold	140	–	–	﹤0.01%	392
2019 Q3	$11K	Hold	140	–	–	﹤0.01%	352
2019 Q2	$11K	Hold	140	–	–	﹤0.01%	357
2019 Q1	$11K	Hold	140	–	–	﹤0.01%	370
2018 Q4	$10K	Hold	140	–	–	﹤0.01%	372
2018 Q3	$10K	Hold	140	–	–	﹤0.01%	373
2018 Q2	$10K	Buy	+140	New	+$9.9K	﹤0.01%	372

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAP

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

RJA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baystate Wealth Management's FPX Position: Q4 2023 in Review

Baystate Wealth Management held its First Trust US Equity Opportunities ETF (FPX) position steady in Q4 2023 at 140 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Baystate Wealth Management first reported a position in FPX in Q2 2018 and has held it in 23 quarters since. The position peaked at $18K in Q2 2021. 166 funds tracked by Wall St. Rank hold FPX as of Q4 2023.

Baystate Wealth Management held 140 shares of First Trust US Equity Opportunities ETF worth $13.4K as of Q4 2023.
Baystate Wealth Management left its First Trust US Equity Opportunities ETF share count unchanged in Q4 2023.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #661 holding.
Baystate Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2018 and has held it in 23 quarters since.
Baystate Wealth Management's First Trust US Equity Opportunities ETF position peaked at $18K in Q2 2021.
166 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.