GKWIM
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Gerber Kawasaki Wealth & Investment Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-703
Closed -$86K – 573
2021
Q3 		$86K Buy
+703
New +$89.3K 0.01% 259

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FPX Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2021, closing a stake of 703 shares — an estimated $86K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FPX in Q3 2021 and held it in 1 quarter. The position peaked at $86K in Q3 2021. 207 funds tracked by Wall St. Rank hold FPX as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 703 First Trust US Equity Opportunities ETF shares in Q4 2021, an estimated $86K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's First Trust US Equity Opportunities ETF position peaked at $86K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.