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Insight Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Insight Advisors’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
Q2 		– Sell
-4,128
Closed -$512K – 319
2021
Q1 		$512K Buy
4,128
+1,675
+68% +$211K 0.16% 158
2020
Q4 		$290K Buy
+2,453
New +$266K 0.11% 212

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Insight Advisors's FPX Position: Q2 2021 in Review

Insight Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2021, closing a stake of 4,128 shares — an estimated $512K sold.

Insight Advisors first reported a position in FPX in Q4 2020 and held it in 2 quarters. The position peaked at $512K in Q1 2021. 197 funds tracked by Wall St. Rank hold FPX as of Q2 2021.

  • Insight Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2021 after selling out during the quarter.
  • Insight Advisors sold 4,128 First Trust US Equity Opportunities ETF shares in Q2 2021, an estimated $512K.
  • Insight Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and held it in 2 quarters.
  • Insight Advisors's First Trust US Equity Opportunities ETF position peaked at $512K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2021.

Based on Insight Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.