Mid Atlantic Financial Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Mid Atlantic Financial 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 Q3	$1.9M	Buy	15,412 +2,463	+19%	+$313K	0.13%	149
2021 Q2	$1.65M	Sell	12,949 -333	-3%	-$40.6K	0.11%	162
2021 Q1	$1.58M	Sell	13,282 -98	-0.7%	-$12.3K	0.12%	159
2020 Q4	$1.58M	Buy	13,380 +353	+3%	+$38.2K	0.12%	157
2020 Q3	$1.34M	Sell	13,027 -4,965	-28%	-$453K	0.12%	158
2020 Q2	$1.51M	Sell	17,992 -840	-4%	-$63.4K	0.15%	132
2020 Q1	$1.19M	Sell	18,832 -2,578	-12%	-$199K	0.14%	137
2019 Q4	$1.72M	Sell	21,410 -313	-1%	-$24.3K	0.16%	127
2019 Q3	$1.65M	Sell	21,723 -680	-3%	-$53.5K	0.18%	112
2019 Q2	$1.75M	Sell	22,403 -896	-4%	-$68.1K	0.18%	113
2019 Q1	$1.75M	Sell	23,299 -3,091	-12%	-$218K	0.19%	108
2018 Q4	$1.64M	Buy	+26,390	New	+$1.77M	0.2%	114

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mid Atlantic Financial Management's FPX Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its First Trust US Equity Opportunities ETF (FPX) stake by 19% in Q3 2021, buying an estimated $313K and bringing the position to 15,412 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #149.

Mid Atlantic Financial Management first reported a position in FPX in Q4 2018 and has held it in 12 quarters since. 194 funds tracked by Wall St. Rank hold FPX as of Q3 2021.

Mid Atlantic Financial Management held 15,412 shares of First Trust US Equity Opportunities ETF worth $1.9M as of Q3 2021.
Mid Atlantic Financial Management bought 2,463 First Trust US Equity Opportunities ETF shares in Q3 2021, an estimated $313K.
First Trust US Equity Opportunities ETF made up 0.13% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #149 holding.
Mid Atlantic Financial Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and has held it in 12 quarters since.
194 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.