Plante Moran Financial Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Plante Moran Financial 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
2023 Q2	–	Sell	-211	Closed	-$17.7K	–	825
2023 Q1	$17.7K	Buy	+211	New	+$17.5K	﹤0.01%	469
2020 Q1	–	Sell	-33	Closed	-$3K	–	771
2019 Q4	$3K	Buy	+33	New	+$2.56K	﹤0.01%	658
2017 Q2	–	Sell	-70	Closed	-$4K	–	856
2017 Q1	$4K	Buy	+70	New	+$3.95K	﹤0.01%	724

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Plante Moran Financial Advisors's FPX Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2023, closing a stake of 211 shares — an estimated $17.7K sold.

Plante Moran Financial Advisors first reported a position in FPX in Q1 2017 and held it in 3 quarters. The position peaked at $17.7K in Q1 2023. 160 funds tracked by Wall St. Rank hold FPX as of Q2 2023.

Plante Moran Financial Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 211 First Trust US Equity Opportunities ETF shares in Q2 2023, an estimated $17.7K.
Plante Moran Financial Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2017 and held it in 3 quarters.
Plante Moran Financial Advisors's First Trust US Equity Opportunities ETF position peaked at $17.7K in Q1 2023.
160 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.