SBL
FPX icon

Sargent Bickham Lagudis’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Sargent Bickham Lagudis’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
Q2 		– Sell
-70
Closed -$8K – 1071
2022
Q1 		$8K Buy
+70
New +$7.46K ﹤0.01% 739

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sargent Bickham Lagudis's FPX Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2022, closing a stake of 70 shares — an estimated $8K sold.

Sargent Bickham Lagudis first reported a position in FPX in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 179 funds tracked by Wall St. Rank hold FPX as of Q2 2022.

  • Sargent Bickham Lagudis reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 70 First Trust US Equity Opportunities ETF shares in Q2 2022, an estimated $8K.
  • Sargent Bickham Lagudis first reported a position in First Trust US Equity Opportunities ETF in Q1 2022 and held it in 1 quarter.
  • Sargent Bickham Lagudis's First Trust US Equity Opportunities ETF position peaked at $8K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.