Stephens Inc’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Stephens Inc’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	-38,277	Closed	-$2.41M	–	1164
2020 Q1	$2.41M	Sell	38,277 -3,048	-7%	-$235K	0.06%	305
2019 Q4	$3.32M	Buy	41,325 +101	+0.2%	+$7.84K	0.07%	305
2019 Q3	$3.13M	Buy	41,224 +7,307	+22%	+$575K	0.07%	298
2019 Q2	$2.64M	Buy	+33,917	New	+$2.58M	0.06%	343

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 $38.8B AUM 21.88% 1-Year Est. Return

Stephens Inc's FPX Position: Q2 2020 in Review

Stephens Inc sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2020, closing a stake of 38,277 shares — an estimated $2.41M sold.

Stephens Inc first reported a position in FPX in Q2 2019 and held it in 4 quarters. The position peaked at $3.32M in Q4 2019. 133 funds tracked by Wall St. Rank hold FPX as of Q2 2020.

Stephens Inc reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2020 after selling out during the quarter.
Stephens Inc sold 38,277 First Trust US Equity Opportunities ETF shares in Q2 2020, an estimated $2.41M.
Stephens Inc first reported a position in First Trust US Equity Opportunities ETF in Q2 2019 and held it in 4 quarters.
Stephens Inc's First Trust US Equity Opportunities ETF position peaked at $3.32M in Q4 2019.
133 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2020.

Based on Stephens Inc's 13F filing for Q2 2020, filed 24 Aug 2020.