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Safeguard Investment Advisory Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-2
Closed – – 300
2020
Q4 		$0 Buy
+2
New +$217 ﹤0.01% 742

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Safeguard Investment Advisory Group's FPX Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2021, closing a stake of 2 shares.

Safeguard Investment Advisory Group first reported a position in FPX in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 197 funds tracked by Wall St. Rank hold FPX as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2 First Trust US Equity Opportunities ETF shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's First Trust US Equity Opportunities ETF position peaked at $0 in Q4 2020.
  • 197 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.