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OneDigital Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

OneDigital Investment Advisors’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
Q1 		– Sell
-1,871
Closed -$229K – 784
2021
Q4 		$229K Sell
1,871
-269
-13% -$34.1K 0.01% 686
2021
Q3 		$264K Sell
2,140
-551
-20% -$70K 0.01% 606
2021
Q2 		$343K Buy
2,691
+348
+15% +$42.4K 0.01% 516
2021
Q1 		$279K Sell
2,343
-199
-8% -$25K 0.01% 532
2020
Q4 		$301K Sell
2,542
-356
-12% -$38.6K 0.02% 484
2020
Q3 		$280K Sell
2,898
-121
-4% -$11K 0.02% 458
2020
Q2 		$253K Sell
3,019
-284
-9% -$21.4K 0.02% 485
2020
Q1 		$208K Sell
3,303
-887
-21% -$68.5K 0.02% 473
2019
Q4 		$337K Buy
4,190
+366
+10% +$28.4K 0.03% 391
2019
Q3 		$290K Sell
3,824
-131
-3% -$10.3K 0.03% 391
2019
Q2 		$308K Buy
3,955
+1,159
+41% +$88.1K 0.02% 340
2019
Q1 		$209K Sell
2,796
-4,512
-62% -$318K 0.03% 278
2018
Q4 		$454K Buy
+7,308
New +$489K 0.08% 174

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OneDigital Investment Advisors's FPX Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2022, closing a stake of 1,871 shares — an estimated $229K sold.

OneDigital Investment Advisors first reported a position in FPX in Q4 2018 and held it in 13 quarters. The position peaked at $454K in Q4 2018. 193 funds tracked by Wall St. Rank hold FPX as of Q1 2022.

  • OneDigital Investment Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,871 First Trust US Equity Opportunities ETF shares in Q1 2022, an estimated $229K.
  • OneDigital Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and held it in 13 quarters.
  • OneDigital Investment Advisors's First Trust US Equity Opportunities ETF position peaked at $454K in Q4 2018.
  • 193 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.