LCWP
FPX icon

Legacy Capital Wealth Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Legacy Capital Wealth Partners’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
2021
Q3 		– Sell
-1,897
Closed -$242K – 45
2021
Q2 		$242K Sell
1,897
-147,266
-99% -$18M 0.13% 22
2021
Q1 		$17.8M Buy
149,163
+55
+0% +$6.91K 7.35% 3
2020
Q4 		$17.6M Buy
+149,108
New +$16.2M 7.56% 3

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Capital Wealth Partners's FPX Position: Q3 2021 in Review

Legacy Capital Wealth Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2021, closing a stake of 1,897 shares — an estimated $242K sold.

Legacy Capital Wealth Partners first reported a position in FPX in Q4 2020 and held it in 3 quarters. The position peaked at $17.8M in Q1 2021. 194 funds tracked by Wall St. Rank hold FPX as of Q3 2021.

  • Legacy Capital Wealth Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2021 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,897 First Trust US Equity Opportunities ETF shares in Q3 2021, an estimated $242K.
  • Legacy Capital Wealth Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's First Trust US Equity Opportunities ETF position peaked at $17.8M in Q1 2021.
  • 194 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2021.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.