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Pinnacle Bancorp’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Pinnacle Bancorp’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
2021
Q4 		– Sell
-350
Closed -$43K – 720
2021
Q3 		$43K Buy
+350
New +$44.5K 0.02% 365

Other funds holding FPX

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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
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Bancorp's FPX Position: Q4 2021 in Review

Pinnacle Bancorp sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2021, closing a stake of 350 shares — an estimated $43K sold.

Pinnacle Bancorp first reported a position in FPX in Q3 2021 and held it in 1 quarter. The position peaked at $43K in Q3 2021. 207 funds tracked by Wall St. Rank hold FPX as of Q4 2021.

  • Pinnacle Bancorp reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Bancorp sold 350 First Trust US Equity Opportunities ETF shares in Q4 2021, an estimated $43K.
  • Pinnacle Bancorp first reported a position in First Trust US Equity Opportunities ETF in Q3 2021 and held it in 1 quarter.
  • Pinnacle Bancorp's First Trust US Equity Opportunities ETF position peaked at $43K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2021.

Based on Pinnacle Bancorp's 13F filing for Q4 2021, filed 19 Jan 2022.