Patriot Financial Group Insurance Agency’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Patriot Financial Group Insurance Agency’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	-25	Closed	-$3K	–	2117
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	1855
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	1840
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	1779
2021 Q1	$3K	Buy	+25	New	+$3.14K	﹤0.01%	1686

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's FPX Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2022, closing a stake of 25 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in FPX in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 193 funds tracked by Wall St. Rank hold FPX as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 25 First Trust US Equity Opportunities ETF shares in Q1 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in First Trust US Equity Opportunities ETF in Q1 2021 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's First Trust US Equity Opportunities ETF position peaked at $3K in Q4 2021.
193 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.