Capital Investment Advisory Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Capital Investment Advisory Services’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 Q2	–	Sell	-2,390	Closed	-$261K	–	843
2022 Q1	$261K	Sell	2,390 -48	-2%	-$5.12K	0.03%	413
2021 Q4	$299K	Buy	2,438 +123	+5%	+$15.6K	0.04%	380
2021 Q3	$286K	Hold	2,315	–	–	0.04%	371
2021 Q2	$295K	Buy	2,315 +19	+0.8%	+$2.32K	0.04%	373
2021 Q1	$274K	Buy	+2,296	New	+$289K	0.04%	353
2019 Q4	–	Sell	-20	Closed	-$2K	–	811
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	1265
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	1275
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	1155
2018 Q4	$1K	Buy	+20	New	+$1.34K	﹤0.01%	1122

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Investment Advisory Services's FPX Position: Q2 2022 in Review

Capital Investment Advisory Services sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2022, closing a stake of 2,390 shares — an estimated $261K sold.

Capital Investment Advisory Services first reported a position in FPX in Q4 2018 and held it in 9 quarters. The position peaked at $299K in Q4 2021. 179 funds tracked by Wall St. Rank hold FPX as of Q2 2022.

Capital Investment Advisory Services reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2022 after selling out during the quarter.
Capital Investment Advisory Services sold 2,390 First Trust US Equity Opportunities ETF shares in Q2 2022, an estimated $261K.
Capital Investment Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and held it in 9 quarters.
Capital Investment Advisory Services's First Trust US Equity Opportunities ETF position peaked at $299K in Q4 2021.
179 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2022.

Based on Capital Investment Advisory Services's 13F filing for Q2 2022, filed 22 Jul 2022.