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Lineweaver Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Lineweaver Wealth Advisors’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
2024
Q2 		– Sell
-2,739
Closed -$544K – 130
2024
Q1 		$544K Buy
+2,739
New +$271K 0.13% 98

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

Lineweaver Wealth Advisors's FPX Position: Q2 2024 in Review

Lineweaver Wealth Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2024, closing a stake of 2,739 shares — an estimated $544K sold.

Lineweaver Wealth Advisors first reported a position in FPX in Q1 2024 and held it in 1 quarter. The position peaked at $544K in Q1 2024. 151 funds tracked by Wall St. Rank hold FPX as of Q2 2024.

  • Lineweaver Wealth Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 2,739 First Trust US Equity Opportunities ETF shares in Q2 2024, an estimated $544K.
  • Lineweaver Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2024 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $544K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.