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Spotlight Asset Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Spotlight Asset 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
2020
Q4 		– Sell
-6,031
Closed -$583K – 145
2020
Q3 		$583K Buy
+6,031
New +$550K 0.23% 70

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Spotlight Asset Group's FPX Position: Q4 2020 in Review

Spotlight Asset Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2020, closing a stake of 6,031 shares — an estimated $583K sold.

Spotlight Asset Group first reported a position in FPX in Q3 2020 and held it in 1 quarter. The position peaked at $583K in Q3 2020. 172 funds tracked by Wall St. Rank hold FPX as of Q4 2020.

  • Spotlight Asset Group reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2020 after selling out during the quarter.
  • Spotlight Asset Group sold 6,031 First Trust US Equity Opportunities ETF shares in Q4 2020, an estimated $583K.
  • Spotlight Asset Group first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and held it in 1 quarter.
  • Spotlight Asset Group's First Trust US Equity Opportunities ETF position peaked at $583K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2020.

Based on Spotlight Asset Group's 13F filing for Q4 2020, filed 8 Feb 2021.