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Steward Partners Investment Advisory’s First Trust IPOX Europe Equity Opportunities ETF FPXE Stock Holding History

Steward Partners Investment Advisory’s Portfolio FPXE Stock Details FPXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10
Closed -$217 – 3406
2023
Q2 		$217 Hold
10
– – ﹤0.01% 3232
2023
Q1 		$218 Hold
10
– – ﹤0.01% 3222
2022
Q4 		$200 Hold
10
– – ﹤0.01% 3260
2022
Q3 		$0 Hold
10
– – ﹤0.01% 3275
2022
Q2 		$0 Hold
10
– – ﹤0.01% 3278
2022
Q1 		$0 Hold
10
– – ﹤0.01% 3315
2021
Q4 		$0 Buy
+10
New +$316 ﹤0.01% 3221

Other funds holding FPXE

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Steward Partners Investment Advisory's FPXE Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of First Trust IPOX Europe Equity Opportunities ETF (FPXE) in Q3 2023, closing a stake of 10 shares — an estimated $217 sold.

Steward Partners Investment Advisory first reported a position in FPXE in Q4 2021 and held it in 7 quarters. The position peaked at $218 in Q1 2023. 7 funds tracked by Wall St. Rank hold FPXE as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining First Trust IPOX Europe Equity Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10 First Trust IPOX Europe Equity Opportunities ETF shares in Q3 2023, an estimated $217.
  • Steward Partners Investment Advisory first reported a position in First Trust IPOX Europe Equity Opportunities ETF in Q4 2021 and held it in 7 quarters.
  • Steward Partners Investment Advisory's First Trust IPOX Europe Equity Opportunities ETF position peaked at $218 in Q1 2023.
  • 7 funds tracked by Wall St. Rank held First Trust IPOX Europe Equity Opportunities ETF as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.