Stonebridge Financial Planning Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-1,200	Closed	-$122K	–	199
2021 Q4	$122K	Hold	1,200	–	–	0.06%	144
2021 Q3	$159K	Hold	1,200	–	–	0.08%	138
2021 Q2	$152K	Hold	1,200	–	–	0.08%	135
2021 Q1	$150K	Hold	1,200	–	–	0.09%	127
2020 Q4	$142K	Hold	1,200	–	–	0.09%	120
2020 Q3	$123K	Hold	1,200	–	–	0.09%	118
2020 Q2	$103K	Hold	1,200	–	–	0.09%	127
2020 Q1	$79K	Hold	1,200	–	–	0.08%	137
2019 Q4	$96K	Buy	+1,200	New	+$93.2K	0.09%	133

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Stonebridge Financial Planning Group's FPX Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2022, closing a stake of 1,200 shares — an estimated $122K sold.

Stonebridge Financial Planning Group first reported a position in FPX in Q4 2019 and held it in 9 quarters. The position peaked at $159K in Q3 2021. 193 funds tracked by Wall St. Rank hold FPX as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,200 First Trust US Equity Opportunities ETF shares in Q1 2022, an estimated $122K.
Stonebridge Financial Planning Group first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's First Trust US Equity Opportunities ETF position peaked at $159K in Q3 2021.
193 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.