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Key Financial Inc’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Key Financial Inc’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
-473
Closed -$38.3K – 1179
2022
Q4 		$38.3K Hold
473
– – 0.02% 399
2022
Q3 		$38K Buy
+473
New +$41.5K 0.02% 401

Other funds holding FPX

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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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Key Financial Inc's FPX Position: Q1 2023 in Review

Key Financial Inc sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2023, closing a stake of 473 shares — an estimated $38.3K sold.

Key Financial Inc first reported a position in FPX in Q3 2022 and held it in 2 quarters. The position peaked at $38.3K in Q4 2022. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2023.

  • Key Financial Inc reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 473 First Trust US Equity Opportunities ETF shares in Q1 2023, an estimated $38.3K.
  • Key Financial Inc first reported a position in First Trust US Equity Opportunities ETF in Q3 2022 and held it in 2 quarters.
  • Key Financial Inc's First Trust US Equity Opportunities ETF position peaked at $38.3K in Q4 2022.
  • 162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.