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Secure Asset Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Secure Asset Management’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
Q2 		– Sell
-20,083
Closed -$4.38M – 193
2021
Q1 		$4.38M Buy
+20,083
New +$2.52M 2.44% 9

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Secure Asset Management's FPX Position: Q2 2021 in Review

Secure Asset Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2021, closing a stake of 20,083 shares — an estimated $4.38M sold.

Secure Asset Management first reported a position in FPX in Q1 2021 and held it in 1 quarter. The position peaked at $4.38M in Q1 2021. 197 funds tracked by Wall St. Rank hold FPX as of Q2 2021.

  • Secure Asset Management reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2021 after selling out during the quarter.
  • Secure Asset Management sold 20,083 First Trust US Equity Opportunities ETF shares in Q2 2021, an estimated $4.38M.
  • Secure Asset Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2021 and held it in 1 quarter.
  • Secure Asset Management's First Trust US Equity Opportunities ETF position peaked at $4.38M in Q1 2021.
  • 197 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2021.

Based on Secure Asset Management's 13F filing for Q2 2021, filed 16 Jul 2021.