Meitav Investment House’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-2,364	Closed	-$230K	–	264
2023 Q4	$230K	Buy	+2,364	New	+$204K	﹤0.01%	317
2023 Q3	–	Sell	-684	Closed	-$59.5K	–	400
2023 Q2	$59.5K	Buy	+684	New	+$56.8K	﹤0.01%	424
2022 Q1	–	Sell	-1,664	Closed	-$204K	–	392
2021 Q4	$204K	Buy	+1,664	New	+$211K	﹤0.01%	372
2021 Q1	–	Sell	-3,970	Closed	-$470K	–	412
2020 Q4	$470K	Buy	+3,970	New	+$430K	0.02%	279
2020 Q2	–	Sell	-4,992	Closed	-$315K	–	404
2020 Q1	$315K	Buy	+4,992	New	+$385K	0.02%	279
2019 Q4	–	Sell	-3,810	Closed	-$291K	–	442
2019 Q3	$291K	Buy	+3,810	New	+$300K	0.02%	344
2019 Q2	–	Sell	-4,030	Closed	-$302K	–	449
2019 Q1	$302K	Buy	+4,030	New	+$284K	0.02%	312
2018 Q2	–	Sell	-306,849	Closed	-$37M	–	434
2018 Q1	$37M	Buy	306,849 +18,222	+6%	+$1.29M	1.88%	14
2017 Q4	$31.7M	Buy	+288,627	New	+$19.2M	1.85%	15

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Meitav Investment House's FPX Position: Q1 2024 in Review

Meitav Investment House sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2024, closing a stake of 2,364 shares — an estimated $230K sold.

Meitav Investment House first reported a position in FPX in Q4 2017 and held it in 9 quarters. The position peaked at $37M in Q1 2018. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2024.

Meitav Investment House reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 2,364 First Trust US Equity Opportunities ETF shares in Q1 2024, an estimated $230K.
Meitav Investment House first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and held it in 9 quarters.
Meitav Investment House's First Trust US Equity Opportunities ETF position peaked at $37M in Q1 2018.
162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.