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Financial Advocates Investment Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-2,552
Closed -$313K – 755
2021
Q4 		$313K Sell
2,552
-6,291
-71% -$797K 0.02% 624
2021
Q3 		$1.09M Buy
8,843
+5,611
+174% +$713K 0.07% 291
2021
Q2 		$412K Sell
3,232
-916
-22% -$112K 0.03% 526
2021
Q1 		$494K Sell
4,148
-1,666
-29% -$209K 0.04% 487
2020
Q4 		$688K Sell
5,814
-2,256
-28% -$244K 0.05% 379
2020
Q3 		$780K Sell
8,070
-1,135
-12% -$104K 0.07% 292
2020
Q2 		$771K Sell
9,205
-264
-3% -$19.9K 0.07% 284
2020
Q1 		$597K Buy
9,469
+2,146
+29% +$166K 0.09% 247
2019
Q4 		$588K Buy
7,323
+2,007
+38% +$156K 0.06% 283
2019
Q3 		$403K Buy
+5,316
New +$418K 0.05% 330
2018
Q4 		– Sell
-2,987
Closed -$222K – 451
2018
Q3 		$222K Buy
+2,987
New +$220K 0.02% 458

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Advocates Investment Management's FPX Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2022, closing a stake of 2,552 shares — an estimated $313K sold.

Financial Advocates Investment Management first reported a position in FPX in Q3 2018 and held it in 11 quarters. The position peaked at $1.09M in Q3 2021. 193 funds tracked by Wall St. Rank hold FPX as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,552 First Trust US Equity Opportunities ETF shares in Q1 2022, an estimated $313K.
  • Financial Advocates Investment Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2018 and held it in 11 quarters.
  • Financial Advocates Investment Management's First Trust US Equity Opportunities ETF position peaked at $1.09M in Q3 2021.
  • 193 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.