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

CarsonAllaria 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
2024
Q1 		– Sell
-238
Closed -$22.8K – 399
2023
Q4 		$22.8K Buy
+238
New +$20.5K 0.02% 162

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

CarsonAllaria Wealth Management's FPX Position: Q1 2024 in Review

CarsonAllaria Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2024, closing a stake of 238 shares — an estimated $22.8K sold.

CarsonAllaria Wealth Management first reported a position in FPX in Q4 2023 and held it in 1 quarter. The position peaked at $22.8K in Q4 2023. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2024.

  • CarsonAllaria Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 238 First Trust US Equity Opportunities ETF shares in Q1 2024, an estimated $22.8K.
  • CarsonAllaria Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2023 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's First Trust US Equity Opportunities ETF position peaked at $22.8K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.