Elevation Capital Advisory’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Elevation Capital Advisory’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 Q2	$16.4M	Buy	+128,227	New	+$15.6M	9.18%	1

Other funds holding FPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elevation Capital Advisory's FPX Position: Q2 2021 in Review

Elevation Capital Advisory opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2021: 128,227 shares worth $16.4M. The stake represents 9.18% of the portfolio and ranks #1 among its holdings.

197 funds tracked by Wall St. Rank hold FPX as of Q2 2021.

Elevation Capital Advisory held 128,227 shares of First Trust US Equity Opportunities ETF worth $16.4M as of Q2 2021.
First Trust US Equity Opportunities ETF was a new Elevation Capital Advisory position in Q2 2021.
First Trust US Equity Opportunities ETF made up 9.18% of Elevation Capital Advisory's portfolio in Q2 2021, its #1 holding.
197 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2021.

Based on Elevation Capital Advisory's 13F filing for Q2 2021, filed 12 Aug 2021.