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Oxler Private Wealth’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Oxler Private Wealth’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
-1,100
Closed -$105K – 182
2022
Q3 		$105K Buy
+1,100
New +$96.6K 0.06% 134

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oxler Private Wealth's FPX Position: Q4 2022 in Review

Oxler Private Wealth sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2022, closing a stake of 1,100 shares — an estimated $105K sold.

Oxler Private Wealth first reported a position in FPX in Q3 2022 and held it in 1 quarter. The position peaked at $105K in Q3 2022. 167 funds tracked by Wall St. Rank hold FPX as of Q4 2022.

  • Oxler Private Wealth reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,100 First Trust US Equity Opportunities ETF shares in Q4 2022, an estimated $105K.
  • Oxler Private Wealth first reported a position in First Trust US Equity Opportunities ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's First Trust US Equity Opportunities ETF position peaked at $105K in Q3 2022.
  • 167 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.