Bessemer Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Bessemer Group’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 Q3	–	Sell	-1,570	Closed	-$129K	–	2070
2022 Q2	$129K	Buy	+1,570	New	+$146K	﹤0.01%	972
2022 Q1	–	Sell	-713	Closed	-$87K	–	1864
2021 Q4	$87K	Buy	+713	New	+$90.4K	﹤0.01%	1023
2016 Q3	–	Sell	-1,300	Closed	-$66K	–	1829
2016 Q2	$66K	Buy	+1,300	New	+$65.8K	﹤0.01%	820

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

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

Bessemer Group's FPX Position: Q3 2022 in Review

Bessemer Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2022, closing a stake of 1,570 shares — an estimated $129K sold.

Bessemer Group first reported a position in FPX in Q2 2016 and held it in 3 quarters. The position peaked at $129K in Q2 2022. 172 funds tracked by Wall St. Rank hold FPX as of Q3 2022.

Bessemer Group reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2022 after selling out during the quarter.
Bessemer Group sold 1,570 First Trust US Equity Opportunities ETF shares in Q3 2022, an estimated $129K.
Bessemer Group first reported a position in First Trust US Equity Opportunities ETF in Q2 2016 and held it in 3 quarters.
Bessemer Group's First Trust US Equity Opportunities ETF position peaked at $129K in Q2 2022.
172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2022.

Based on Bessemer Group's 13F filing for Q3 2022, filed 9 Nov 2022.