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

Squar Milner 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
2020 Q2	–	Sell	-600	Closed	-$37K	–	387
2020 Q1	$37K	Hold	600	–	–	0.02%	390
2019 Q4	$48K	Buy	+600	New	+$46.6K	0.02%	411
2019 Q3	–	Sell	-600	Closed	-$47K	–	392
2019 Q2	$47K	Hold	600	–	–	0.03%	357
2019 Q1	$44K	Hold	600	–	–	0.03%	333
2018 Q4	$37K	Hold	600	–	–	0.04%	324
2018 Q3	$45K	Hold	600	–	–	0.04%	315
2018 Q2	$43K	Buy	+600	New	+$42.4K	0.04%	352

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Squar Milner Financial Services's FPX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2020, closing a stake of 600 shares — an estimated $37K sold.

Squar Milner Financial Services first reported a position in FPX in Q2 2018 and held it in 7 quarters. The position peaked at $48K in Q4 2019. 133 funds tracked by Wall St. Rank hold FPX as of Q2 2020.

Squar Milner Financial Services reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 600 First Trust US Equity Opportunities ETF shares in Q2 2020, an estimated $37K.
Squar Milner Financial Services first reported a position in First Trust US Equity Opportunities ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's First Trust US Equity Opportunities ETF position peaked at $48K in Q4 2019.
133 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.