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Raleigh Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Raleigh Capital 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
2022
Q4 		– Sell
-4
Closed – – 806
2022
Q3 		$0 Hold
4
– – ﹤0.01% 810
2022
Q2 		$0 Hold
4
– – ﹤0.01% 620
2022
Q1 		$0 Buy
+4
New +$427 ﹤0.01% 626

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raleigh Capital Management's FPX Position: Q4 2022 in Review

Raleigh Capital Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2022, closing a stake of 4 shares.

Raleigh Capital Management first reported a position in FPX in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 167 funds tracked by Wall St. Rank hold FPX as of Q4 2022.

  • Raleigh Capital Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 4 First Trust US Equity Opportunities ETF shares in Q4 2022.
  • Raleigh Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2022 and held it in 3 quarters.
  • Raleigh Capital Management's First Trust US Equity Opportunities ETF position peaked at $0 in Q3 2022.
  • 167 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.