NC
FPX icon

NewSquare Capital’s First Trust US Equity Opportunities ETF FPX Stock Holding History

NewSquare Capital’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
2020
Q3 		– Sell
-947
Closed -$79K – 352
2020
Q2 		$79K Buy
+947
New +$71.5K 0.01% 152

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

NewSquare Capital's FPX Position: Q3 2020 in Review

NewSquare Capital sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2020, closing a stake of 947 shares — an estimated $79K sold.

NewSquare Capital first reported a position in FPX in Q2 2020 and held it in 1 quarter. The position peaked at $79K in Q2 2020. 146 funds tracked by Wall St. Rank hold FPX as of Q3 2020.

  • NewSquare Capital reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2020 after selling out during the quarter.
  • NewSquare Capital sold 947 First Trust US Equity Opportunities ETF shares in Q3 2020, an estimated $79K.
  • NewSquare Capital first reported a position in First Trust US Equity Opportunities ETF in Q2 2020 and held it in 1 quarter.
  • NewSquare Capital's First Trust US Equity Opportunities ETF position peaked at $79K in Q2 2020.
  • 146 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2020.

Based on NewSquare Capital's 13F filing for Q3 2020, filed 4 Nov 2020.