Peterson Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Peterson Wealth 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
2020 Q1	–	Sell	-2,609	Closed	-$210K	–	53
2019 Q4	$210K	Buy	+2,609	New	+$203K	0.12%	42
2019 Q3	–	Sell	-2,597	Closed	-$202K	–	42
2019 Q2	$202K	Buy	+2,597	New	+$197K	0.13%	41

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

RJFSA

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

Peterson Wealth Advisors's FPX Position: Q1 2020 in Review

Peterson Wealth Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2020, closing a stake of 2,609 shares — an estimated $210K sold.

Peterson Wealth Advisors first reported a position in FPX in Q2 2019 and held it in 2 quarters. The position peaked at $210K in Q4 2019. 135 funds tracked by Wall St. Rank hold FPX as of Q1 2020.

Peterson Wealth Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2020 after selling out during the quarter.
Peterson Wealth Advisors sold 2,609 First Trust US Equity Opportunities ETF shares in Q1 2020, an estimated $210K.
Peterson Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2019 and held it in 2 quarters.
Peterson Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $210K in Q4 2019.
135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2020.

Based on Peterson Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.