FFN
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Focus Financial Network’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Focus Financial Network’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
Q3 		– Sell
-3,371
Closed -$277K – 485
2022
Q2 		$277K Buy
3,371
+422
+14% +$39.3K 0.02% 402
2022
Q1 		$322K Buy
+2,949
New +$314K 0.02% 386

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 $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Financial Network's FPX Position: Q3 2022 in Review

Focus Financial Network sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2022, closing a stake of 3,371 shares — an estimated $277K sold.

Focus Financial Network first reported a position in FPX in Q1 2022 and held it in 2 quarters. The position peaked at $322K in Q1 2022. 172 funds tracked by Wall St. Rank hold FPX as of Q3 2022.

  • Focus Financial Network reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • Focus Financial Network sold 3,371 First Trust US Equity Opportunities ETF shares in Q3 2022, an estimated $277K.
  • Focus Financial Network first reported a position in First Trust US Equity Opportunities ETF in Q1 2022 and held it in 2 quarters.
  • Focus Financial Network's First Trust US Equity Opportunities ETF position peaked at $322K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2022.

Based on Focus Financial Network's 13F filing for Q3 2022, filed 24 Jul 2024.