Leelyn Smith’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Leelyn Smith’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	-166	Closed	-$13.1K	–	222
2022 Q4	$13.1K	Sell	166 -2	-1%	-$167	﹤0.01%	299
2022 Q3	$14K	Hold	168	–	–	﹤0.01%	262
2022 Q2	$14K	Hold	168	–	–	﹤0.01%	269
2022 Q1	$18K	Hold	168	–	–	﹤0.01%	251
2021 Q4	$21K	Sell	168 -984	-85%	-$125K	0.01%	242
2021 Q3	$142K	Sell	1,152 -318	-22%	-$40.4K	0.04%	129
2021 Q2	$187K	Sell	1,470 -6,387	-81%	-$779K	0.06%	120
2021 Q1	$936K	Buy	7,857 +7,689	+4,577%	+$966K	0.28%	83
2020 Q4	$20K	Hold	168	–	–	0.01%	235
2020 Q3	$16K	Hold	168	–	–	0.01%	237
2020 Q2	$14K	Hold	168	–	–	0.01%	290
2020 Q1	$11K	Sell	168 -157	-48%	-$12.1K	0.01%	234
2019 Q4	$26	Buy	+325	New	+$25.2K	0.01%	213

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Leelyn Smith's FPX Position: Q1 2023 in Review

Leelyn Smith sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2023, closing a stake of 166 shares — an estimated $13.1K sold.

Leelyn Smith first reported a position in FPX in Q4 2019 and held it in 13 quarters. The position peaked at $936K in Q1 2021. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2023.

Leelyn Smith reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 166 First Trust US Equity Opportunities ETF shares in Q1 2023, an estimated $13.1K.
Leelyn Smith first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's First Trust US Equity Opportunities ETF position peaked at $936K in Q1 2021.
162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.