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

Pinnacle 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 Q2	$415K	Sell	5,046 -5,700	-53%	-$531K	0.16%	151
2022 Q1	$1.17M	Buy	10,746 +110	+1%	+$11.7K	0.37%	67
2021 Q4	$1.3M	Buy	+10,636	New	+$1.35M	0.41%	62

Other funds holding FPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pinnacle Private Wealth's FPX Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its First Trust US Equity Opportunities ETF (FPX) stake by 53% in Q2 2022, selling an estimated $531K and leaving 5,046 shares worth $415K. The position accounts for 0.16% of the portfolio, ranked #151.

Pinnacle Private Wealth first reported a position in FPX in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2021. 179 funds tracked by Wall St. Rank hold FPX as of Q2 2022.

Pinnacle Private Wealth held 5,046 shares of First Trust US Equity Opportunities ETF worth $415K as of Q2 2022.
Pinnacle Private Wealth sold 5,700 First Trust US Equity Opportunities ETF shares in Q2 2022, an estimated $531K.
First Trust US Equity Opportunities ETF made up 0.16% of Pinnacle Private Wealth's portfolio in Q2 2022, its #151 holding.
Pinnacle Private Wealth first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's First Trust US Equity Opportunities ETF position peaked at $1.3M in Q4 2021.
179 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.