Strategic Asset Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Strategic Asset Management’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 Q3	$46K	Hold	567	–	–	0.08%	153
2022 Q2	$47K	Hold	567	–	–	0.08%	164
2022 Q1	$62K	Hold	567	–	–	0.09%	138
2021 Q4	$69K	Hold	567	–	–	0.1%	126
2021 Q3	$72K	Buy	+567	New	+$72.1K	0.1%	121

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Asset Management's FPX Position: Q3 2022 in Review

Strategic Asset Management held its First Trust US Equity Opportunities ETF (FPX) position steady in Q3 2022 at 567 shares worth $46K. The position accounts for 0.08% of the portfolio, ranked #153.

Strategic Asset Management first reported a position in FPX in Q3 2021 and has held it in 5 quarters since. The position peaked at $72K in Q3 2021. 172 funds tracked by Wall St. Rank hold FPX as of Q3 2022.

Strategic Asset Management held 567 shares of First Trust US Equity Opportunities ETF worth $46K as of Q3 2022.
Strategic Asset Management left its First Trust US Equity Opportunities ETF share count unchanged in Q3 2022.
First Trust US Equity Opportunities ETF made up 0.08% of Strategic Asset Management's portfolio in Q3 2022, its #153 holding.
Strategic Asset Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's First Trust US Equity Opportunities ETF position peaked at $72K in Q3 2021.
172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.