Coppell Advisory Solutions’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Coppell Advisory Solutions’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
2020 Q4	$1.1M	Buy	+9,291	New	+$1.01M	0.55%	50

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJA

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

RJFSA

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

Coppell Advisory Solutions's FPX Position: Q4 2020 in Review

Coppell Advisory Solutions opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q4 2020: 9,291 shares worth $1.1M. The stake represents 0.55% of the portfolio and ranks #50 among its holdings.

172 funds tracked by Wall St. Rank hold FPX as of Q4 2020.

Coppell Advisory Solutions held 9,291 shares of First Trust US Equity Opportunities ETF worth $1.1M as of Q4 2020.
First Trust US Equity Opportunities ETF was a new Coppell Advisory Solutions position in Q4 2020.
First Trust US Equity Opportunities ETF made up 0.55% of Coppell Advisory Solutions's portfolio in Q4 2020, its #50 holding.
172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2020.

Based on Coppell Advisory Solutions's 13F filing for Q4 2020, filed 10 Mar 2021.