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

Evoke Wealth’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
Q1 		– Sell
-784
Closed -$66.8K – 1219
2019
Q4 		$66.8K Buy
+784
New +$60.9K 0.01% 363

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Evoke Wealth's FPX Position: Q1 2020 in Review

Evoke Wealth sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2020, closing a stake of 784 shares — an estimated $66.8K sold.

Evoke Wealth first reported a position in FPX in Q4 2019 and held it in 1 quarter. The position peaked at $66.8K in Q4 2019. 135 funds tracked by Wall St. Rank hold FPX as of Q1 2020.

  • Evoke Wealth reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 784 First Trust US Equity Opportunities ETF shares in Q1 2020, an estimated $66.8K.
  • Evoke Wealth first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and held it in 1 quarter.
  • Evoke Wealth's First Trust US Equity Opportunities ETF position peaked at $66.8K in Q4 2019.
  • 135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.