Hanson & Doremus Investment Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Hanson & Doremus 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
2023 Q1	–	Sell	-168	Closed	-$13K	–	484
2022 Q4	$13K	Buy	+168	New	+$14K	﹤0.01%	431

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hanson & Doremus Investment Management's FPX Position: Q1 2023 in Review

Hanson & Doremus Investment Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2023, closing a stake of 168 shares — an estimated $13K sold.

Hanson & Doremus Investment Management first reported a position in FPX in Q4 2022 and held it in 1 quarter. The position peaked at $13K in Q4 2022. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2023.

Hanson & Doremus Investment Management reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Hanson & Doremus Investment Management sold 168 First Trust US Equity Opportunities ETF shares in Q1 2023, an estimated $13K.
Hanson & Doremus Investment Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2022 and held it in 1 quarter.
Hanson & Doremus Investment Management's First Trust US Equity Opportunities ETF position peaked at $13K in Q4 2022.
162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.