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Buckingham Strategic Wealth’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Buckingham Strategic Wealth’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
2019
Q3 		– Sell
-2,101
Closed -$302K – 444
2019
Q2 		$302K Buy
+2,101
New +$160K 0.03% 337

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buckingham Strategic Wealth's FPX Position: Q3 2019 in Review

Buckingham Strategic Wealth sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2019, closing a stake of 2,101 shares — an estimated $302K sold.

Buckingham Strategic Wealth first reported a position in FPX in Q2 2019 and held it in 1 quarter. The position peaked at $302K in Q2 2019. 135 funds tracked by Wall St. Rank hold FPX as of Q3 2019.

  • Buckingham Strategic Wealth reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,101 First Trust US Equity Opportunities ETF shares in Q3 2019, an estimated $302K.
  • Buckingham Strategic Wealth first reported a position in First Trust US Equity Opportunities ETF in Q2 2019 and held it in 1 quarter.
  • Buckingham Strategic Wealth's First Trust US Equity Opportunities ETF position peaked at $302K in Q2 2019.
  • 135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2019, filed 12 Nov 2019.