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

National Wealth Management 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
2022 Q3	–	Sell	-2,981	Closed	-$245K	–	134
2022 Q2	$245K	Sell	2,981 -361	-11%	-$33.6K	0.31%	88
2022 Q1	$365K	Sell	3,342 -4,647	-58%	-$496K	0.35%	71
2021 Q4	$979K	Buy	+7,989	New	+$1.01M	0.92%	30

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

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

RJA

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

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

RJFSA

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

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

National Wealth Management Group's FPX Position: Q3 2022 in Review

National Wealth Management Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2022, closing a stake of 2,981 shares — an estimated $245K sold.

National Wealth Management Group first reported a position in FPX in Q4 2021 and held it in 3 quarters. The position peaked at $979K in Q4 2021. 172 funds tracked by Wall St. Rank hold FPX as of Q3 2022.

National Wealth Management Group reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2022 after selling out during the quarter.
National Wealth Management Group sold 2,981 First Trust US Equity Opportunities ETF shares in Q3 2022, an estimated $245K.
National Wealth Management Group first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and held it in 3 quarters.
National Wealth Management Group's First Trust US Equity Opportunities ETF position peaked at $979K in Q4 2021.
172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2022.

Based on National Wealth Management Group's 13F filing for Q3 2022, filed 17 Nov 2023.