PRW Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

PRW Wealth Management’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 Q3	–	Sell	-3,616	Closed	-$461K	–	163
2021 Q2	$461K	Buy	+3,616	New	+$441K	0.14%	170
2019 Q2	–	Sell	-1,525	Closed	-$114K	–	292
2019 Q1	$114K	Hold	1,525	–	–	0.11%	72
2018 Q4	$95K	Buy	+1,525	New	+$102K	0.12%	92

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJFSA

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

KAS

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

RJA

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

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

PRW Wealth Management's FPX Position: Q3 2021 in Review

PRW Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2021, closing a stake of 3,616 shares — an estimated $461K sold.

PRW Wealth Management first reported a position in FPX in Q4 2018 and held it in 3 quarters. The position peaked at $461K in Q2 2021. 194 funds tracked by Wall St. Rank hold FPX as of Q3 2021.

PRW Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 3,616 First Trust US Equity Opportunities ETF shares in Q3 2021, an estimated $461K.
PRW Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's First Trust US Equity Opportunities ETF position peaked at $461K in Q2 2021.
194 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.