Koshinski Asset Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Koshinski Asset 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
2022 Q2	–	Sell	-1,271	Closed	-$139K	–	1087
2022 Q1	$139K	Hold	1,271	–	–	0.01%	715
2021 Q4	$156K	Sell	1,271 -20	-2%	-$2.54K	0.01%	704
2021 Q3	$159K	Buy	+1,291	New	+$164K	0.01%	679
2020 Q1	–	Sell	-2,516	Closed	-$202K	–	474
2019 Q4	$202K	Buy	+2,516	New	+$195K	0.03%	486
2018 Q4	–	Sell	-2,876	Closed	-$214K	–	444
2018 Q3	$214K	Buy	+2,876	New	+$212K	0.03%	493

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Koshinski Asset Management's FPX Position: Q2 2022 in Review

Koshinski Asset Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2022, closing a stake of 1,271 shares — an estimated $139K sold.

Koshinski Asset Management first reported a position in FPX in Q3 2018 and held it in 5 quarters. The position peaked at $214K in Q3 2018. 179 funds tracked by Wall St. Rank hold FPX as of Q2 2022.

Koshinski Asset Management reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 1,271 First Trust US Equity Opportunities ETF shares in Q2 2022, an estimated $139K.
Koshinski Asset Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2018 and held it in 5 quarters.
Koshinski Asset Management's First Trust US Equity Opportunities ETF position peaked at $214K in Q3 2018.
179 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.