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

Montz Harcus 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
2022 Q4	–	Sell	-5,648	Closed	-$458K	–	54
2022 Q3	$458K	Buy	5,648 +9	+0.2%	+$790	0.5%	25
2022 Q2	$463K	Buy	5,639 +11	+0.2%	+$1.02K	0.49%	25
2022 Q1	$614K	Buy	5,628 +3	+0.1%	+$320	0.55%	25
2021 Q4	$689K	Buy	+5,625	New	+$713K	0.6%	24

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Montz Harcus Wealth Management's FPX Position: Q4 2022 in Review

Montz Harcus Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2022, closing a stake of 5,648 shares — an estimated $458K sold.

Montz Harcus Wealth Management first reported a position in FPX in Q4 2021 and held it in 4 quarters. The position peaked at $689K in Q4 2021. 167 funds tracked by Wall St. Rank hold FPX as of Q4 2022.

Montz Harcus Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Montz Harcus Wealth Management sold 5,648 First Trust US Equity Opportunities ETF shares in Q4 2022, an estimated $458K.
Montz Harcus Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and held it in 4 quarters.
Montz Harcus Wealth Management's First Trust US Equity Opportunities ETF position peaked at $689K in Q4 2021.
167 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2022.

Based on Montz Harcus Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.