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

Register 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
2024
Q3 		– Sell
-124
Closed -$12.3K – 460
2024
Q2 		$12.3K Hold
124
– – 0.01% 504
2024
Q1 		$13.1K Buy
+124
New +$12.3K 0.01% 501

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Register Financial Advisors's FPX Position: Q3 2024 in Review

Register Financial Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2024, closing a stake of 124 shares — an estimated $12.3K sold.

Register Financial Advisors first reported a position in FPX in Q1 2024 and held it in 2 quarters. The position peaked at $13.1K in Q1 2024. 162 funds tracked by Wall St. Rank hold FPX as of Q3 2024.

  • Register Financial Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 124 First Trust US Equity Opportunities ETF shares in Q3 2024, an estimated $12.3K.
  • Register Financial Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2024 and held it in 2 quarters.
  • Register Financial Advisors's First Trust US Equity Opportunities ETF position peaked at $13.1K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.