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

Insight Wealth Strategies’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
2019
Q2 		– Sell
-103,777
Closed -$5.61M – 162
2019
Q1 		$5.61M Buy
+103,777
New +$7.3M 1.57% 15

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Insight Wealth Strategies's FPX Position: Q2 2019 in Review

Insight Wealth Strategies sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2019, closing a stake of 103,777 shares — an estimated $5.61M sold.

Insight Wealth Strategies first reported a position in FPX in Q1 2019 and held it in 1 quarter. The position peaked at $5.61M in Q1 2019. 131 funds tracked by Wall St. Rank hold FPX as of Q2 2019.

  • Insight Wealth Strategies reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 103,777 First Trust US Equity Opportunities ETF shares in Q2 2019, an estimated $5.61M.
  • Insight Wealth Strategies first reported a position in First Trust US Equity Opportunities ETF in Q1 2019 and held it in 1 quarter.
  • Insight Wealth Strategies's First Trust US Equity Opportunities ETF position peaked at $5.61M in Q1 2019.
  • 131 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2019.

Based on Insight Wealth Strategies's 13F filing for Q2 2019, filed 6 Aug 2019.