MRA Advisory Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

MRA Advisory Group’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 Q4	–	Sell	-21,664	Closed	-$2.67M	–	125
2021 Q3	$2.67M	Sell	21,664 -1,573	-7%	-$200K	2.27%	16
2021 Q2	$2.96M	Buy	23,237 +1,673	+8%	+$204K	2.54%	11
2021 Q1	$2.57M	Sell	21,564 -97	-0.4%	-$12.2K	2.42%	17
2020 Q4	$2.56M	Buy	+21,661	New	+$2.35M	2.52%	16

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

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

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

RJFSA

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

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MRA Advisory Group's FPX Position: Q4 2021 in Review

MRA Advisory Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2021, closing a stake of 21,664 shares — an estimated $2.67M sold.

MRA Advisory Group first reported a position in FPX in Q4 2020 and held it in 4 quarters. The position peaked at $2.96M in Q2 2021. 207 funds tracked by Wall St. Rank hold FPX as of Q4 2021.

MRA Advisory Group reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2021 after selling out during the quarter.
MRA Advisory Group sold 21,664 First Trust US Equity Opportunities ETF shares in Q4 2021, an estimated $2.67M.
MRA Advisory Group first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and held it in 4 quarters.
MRA Advisory Group's First Trust US Equity Opportunities ETF position peaked at $2.96M in Q2 2021.
207 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2021.

Based on MRA Advisory Group's 13F filing for Q4 2021, filed 2 Feb 2022.