Creative Financial Designs’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Creative Financial Designs’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	-285	Closed	-$31K	–	1270
2022 Q1	$31K	Hold	285	–	–	﹤0.01%	668
2021 Q4	$35K	Hold	285	–	–	0.01%	636
2021 Q3	$35K	Hold	285	–	–	0.01%	699
2021 Q2	$36K	Hold	285	–	–	0.01%	690
2021 Q1	$34K	Buy	+285	New	+$35.8K	0.01%	654

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

Creative Financial Designs's FPX Position: Q2 2022 in Review

Creative Financial Designs sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2022, closing a stake of 285 shares — an estimated $31K sold.

Creative Financial Designs first reported a position in FPX in Q1 2021 and held it in 5 quarters. The position peaked at $36K in Q2 2021. 179 funds tracked by Wall St. Rank hold FPX as of Q2 2022.

Creative Financial Designs reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2022 after selling out during the quarter.
Creative Financial Designs sold 285 First Trust US Equity Opportunities ETF shares in Q2 2022, an estimated $31K.
Creative Financial Designs first reported a position in First Trust US Equity Opportunities ETF in Q1 2021 and held it in 5 quarters.
Creative Financial Designs's First Trust US Equity Opportunities ETF position peaked at $36K in Q2 2021.
179 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.