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

Rise 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
Q3 		– Sell
-199
Closed -$17.6K – 681
2023
Q2 		$17.6K Hold
199
– – 0.01% 251
2023
Q1 		$16.8K Buy
+199
New +$16.5K 0.01% 279

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rise Advisors's FPX Position: Q3 2023 in Review

Rise Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2023, closing a stake of 199 shares — an estimated $17.6K sold.

Rise Advisors first reported a position in FPX in Q1 2023 and held it in 2 quarters. The position peaked at $17.6K in Q2 2023. 152 funds tracked by Wall St. Rank hold FPX as of Q3 2023.

  • Rise Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Rise Advisors sold 199 First Trust US Equity Opportunities ETF shares in Q3 2023, an estimated $17.6K.
  • Rise Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2023 and held it in 2 quarters.
  • Rise Advisors's First Trust US Equity Opportunities ETF position peaked at $17.6K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2023.

Based on Rise Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.