Liberty Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-104	Closed	-$13K	–	499
2021 Q3	$13K	Hold	104	–	–	﹤0.01%	756
2021 Q2	$13K	Buy	104 +1	+1%	+$122	0.01%	590
2021 Q1	$13K	Hold	103	–	–	0.01%	538
2020 Q4	$13K	Sell	103 -1	-1%	-$108	0.01%	535
2020 Q3	$10K	Hold	104	–	–	0.01%	515
2020 Q2	$9K	Hold	104	–	–	0.01%	512
2020 Q1	$7K	Buy	+104	New	+$8.03K	0.01%	512
2019 Q3	–	Sell	-103	Closed	-$8K	–	903
2019 Q2	$8K	Buy	+103	New	+$7.83K	0.01%	563

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

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Liberty Wealth Management's FPX Position: Q4 2021 in Review

Liberty Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2021, closing a stake of 104 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in FPX in Q2 2019 and held it in 8 quarters. The position peaked at $13K in Q3 2021. 207 funds tracked by Wall St. Rank hold FPX as of Q4 2021.

Liberty Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 104 First Trust US Equity Opportunities ETF shares in Q4 2021, an estimated $13K.
Liberty Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2019 and held it in 8 quarters.
Liberty Wealth Management's First Trust US Equity Opportunities ETF position peaked at $13K in Q3 2021.
207 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.