Kowal Investment Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Kowal Investment Group’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 Q1	–	Sell	-1,870	Closed	-$229K	–	131
2021 Q4	$229K	Sell	1,870 -627	-25%	-$79.5K	0.07%	102
2021 Q3	$308K	Sell	2,497 -199	-7%	-$25.3K	0.1%	73
2021 Q2	$344K	Buy	2,696 +389	+17%	+$47.4K	0.12%	69
2021 Q1	$275K	Buy	+2,307	New	+$290K	0.11%	74

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

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

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

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

RJA

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

RJFSA

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

Kowal Investment Group's FPX Position: Q1 2022 in Review

Kowal Investment Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2022, closing a stake of 1,870 shares — an estimated $229K sold.

Kowal Investment Group first reported a position in FPX in Q1 2021 and held it in 4 quarters. The position peaked at $344K in Q2 2021. 193 funds tracked by Wall St. Rank hold FPX as of Q1 2022.

Kowal Investment Group reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Kowal Investment Group sold 1,870 First Trust US Equity Opportunities ETF shares in Q1 2022, an estimated $229K.
Kowal Investment Group first reported a position in First Trust US Equity Opportunities ETF in Q1 2021 and held it in 4 quarters.
Kowal Investment Group's First Trust US Equity Opportunities ETF position peaked at $344K in Q2 2021.
193 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2022.

Based on Kowal Investment Group's 13F filing for Q1 2022, filed 15 Apr 2022.