Clearview Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-224	Closed	-$19.8K	–	300
2023 Q2	$19.8K	Hold	224	–	–	0.02%	280
2023 Q1	$18.9K	Hold	224	–	–	0.02%	283
2022 Q4	$17.7K	Hold	224	–	–	0.01%	267
2022 Q3	$18K	Hold	224	–	–	0.01%	266
2022 Q2	$18K	Hold	224	–	–	0.01%	291
2022 Q1	$24K	Hold	224	–	–	0.02%	274
2021 Q4	$27K	Hold	224	–	–	0.02%	293
2021 Q3	$28K	Hold	224	–	–	0.02%	295
2021 Q2	$29K	Hold	224	–	–	0.02%	297
2021 Q1	$27K	Hold	224	–	–	0.02%	296
2020 Q4	$27K	Buy	+224	New	+$24.3K	0.02%	266

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

AAP

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

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

Clearview Wealth Advisors's FPX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2023, closing a stake of 224 shares — an estimated $19.8K sold.

Clearview Wealth Advisors first reported a position in FPX in Q4 2020 and held it in 11 quarters. The position peaked at $29K in Q2 2021. 152 funds tracked by Wall St. Rank hold FPX as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 224 First Trust US Equity Opportunities ETF shares in Q3 2023, an estimated $19.8K.
Clearview Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $29K in Q2 2021.
152 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.