Endurance Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Endurance Wealth Management’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 Q4	–	Sell	-224	Closed	-$18K	–	639
2022 Q3	$18K	Hold	224	–	–	﹤0.01%	416
2022 Q2	$18K	Hold	224	–	–	﹤0.01%	423
2022 Q1	$24K	Hold	224	–	–	﹤0.01%	424
2021 Q4	$27K	Hold	224	–	–	﹤0.01%	416
2021 Q3	$28K	Hold	224	–	–	﹤0.01%	413
2021 Q2	$28K	Hold	224	–	–	﹤0.01%	416
2021 Q1	$27K	Hold	224	–	–	﹤0.01%	423
2020 Q4	$27K	Hold	224	–	–	﹤0.01%	380
2020 Q3	$22K	Buy	+224	New	+$20.4K	﹤0.01%	379

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Endurance Wealth Management's FPX Position: Q4 2022 in Review

Endurance Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2022, closing a stake of 224 shares — an estimated $18K sold.

Endurance Wealth Management first reported a position in FPX in Q3 2020 and held it in 9 quarters. The position peaked at $28K in Q3 2021. 167 funds tracked by Wall St. Rank hold FPX as of Q4 2022.

Endurance Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Endurance Wealth Management sold 224 First Trust US Equity Opportunities ETF shares in Q4 2022, an estimated $18K.
Endurance Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and held it in 9 quarters.
Endurance Wealth Management's First Trust US Equity Opportunities ETF position peaked at $28K in Q3 2021.
167 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2022.

Based on Endurance Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.