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Crescent Capital Consulting’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Crescent Capital Consulting’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
2021
Q1 		– Sell
-89
Closed -$10K – 518
2020
Q4 		$10K Buy
+89
New +$9.64K ﹤0.01% 353

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Crescent Capital Consulting's FPX Position: Q1 2021 in Review

Crescent Capital Consulting sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2021, closing a stake of 89 shares — an estimated $10K sold.

Crescent Capital Consulting first reported a position in FPX in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 197 funds tracked by Wall St. Rank hold FPX as of Q1 2021.

  • Crescent Capital Consulting reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2021 after selling out during the quarter.
  • Crescent Capital Consulting sold 89 First Trust US Equity Opportunities ETF shares in Q1 2021, an estimated $10K.
  • Crescent Capital Consulting first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and held it in 1 quarter.
  • Crescent Capital Consulting's First Trust US Equity Opportunities ETF position peaked at $10K in Q4 2020.
  • 197 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2021.

Based on Crescent Capital Consulting's 13F filing for Q1 2021, filed 15 Apr 2021.