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

MBE 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
2020
Q2 		– Sell
-90
Closed -$5K – 213
2020
Q1 		$5K Buy
+90
New +$6.95K ﹤0.01% 368

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MBE Wealth Management's FPX Position: Q2 2020 in Review

MBE Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2020, closing a stake of 90 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in FPX in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 133 funds tracked by Wall St. Rank hold FPX as of Q2 2020.

  • MBE Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 90 First Trust US Equity Opportunities ETF shares in Q2 2020, an estimated $5K.
  • MBE Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's First Trust US Equity Opportunities ETF position peaked at $5K in Q1 2020.
  • 133 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.