Sowell Financial Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Sowell Financial Services’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	-202	Closed	-$24K	–	1306
2021 Q1	$24K	Buy	202 +2	+1%	+$251	﹤0.01%	1976
2020 Q4	$24K	Hold	200	–	–	﹤0.01%	1653
2020 Q3	$19K	Sell	200 -130	-39%	-$11.9K	﹤0.01%	1578
2020 Q2	$28K	Buy	330 +26	+9%	+$1.96K	﹤0.01%	1351
2020 Q1	$19K	Hold	304	–	–	﹤0.01%	1411
2019 Q4	$24K	Sell	304 -260	-46%	-$20.2K	﹤0.01%	1368
2019 Q3	$43K	Buy	+564	New	+$44.4K	﹤0.01%	1040
2018 Q4	–	Sell	-73,859	Closed	-$4.63M	–	484
2018 Q3	$4.63M	Buy	+73,859	New	+$5.45M	0.67%	30

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sowell Financial Services's FPX Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2021, closing a stake of 202 shares — an estimated $24K sold.

Sowell Financial Services first reported a position in FPX in Q3 2018 and held it in 8 quarters. The position peaked at $4.63M in Q3 2018. 197 funds tracked by Wall St. Rank hold FPX as of Q2 2021.

Sowell Financial Services reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 202 First Trust US Equity Opportunities ETF shares in Q2 2021, an estimated $24K.
Sowell Financial Services first reported a position in First Trust US Equity Opportunities ETF in Q3 2018 and held it in 8 quarters.
Sowell Financial Services's First Trust US Equity Opportunities ETF position peaked at $4.63M in Q3 2018.
197 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.