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Silicon Hills Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Silicon Hills Wealth 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
2020
Q1 		– Sell
-1
Closed -$90 – 144
2019
Q4 		$90 Buy
+1
New +$78 0.07% 103

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UBS Group
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Bank of America
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Commonwealth Equity Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Silicon Hills Wealth Management's FPX Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2020, closing a stake of 1 share — an estimated $90 sold.

Silicon Hills Wealth Management first reported a position in FPX in Q4 2019 and held it in 1 quarter. The position peaked at $90 in Q4 2019. 135 funds tracked by Wall St. Rank hold FPX as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 1 First Trust US Equity Opportunities ETF share in Q1 2020, an estimated $90.
  • Silicon Hills Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's First Trust US Equity Opportunities ETF position peaked at $90 in Q4 2019.
  • 135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.