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RE Dickinson Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

RE Dickinson Investment 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
Q4 		– Sell
-200
Closed -$17K – 242
2023
Q3 		$17K Buy
+200
New +$17.6K 0.01% 142

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RE Dickinson Investment Advisors's FPX Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2023, closing a stake of 200 shares — an estimated $17K sold.

RE Dickinson Investment Advisors first reported a position in FPX in Q3 2023 and held it in 1 quarter. The position peaked at $17K in Q3 2023. 166 funds tracked by Wall St. Rank hold FPX as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 200 First Trust US Equity Opportunities ETF shares in Q4 2023, an estimated $17K.
  • RE Dickinson Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q3 2023 and held it in 1 quarter.
  • RE Dickinson Investment Advisors's First Trust US Equity Opportunities ETF position peaked at $17K in Q3 2023.
  • 166 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.