Sunbelt Securities’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Sunbelt Securities’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
2024 Q3	–	Sell	-104	Closed	-$10.3K	–	1874
2024 Q2	$10.3K	Hold	104	–	–	﹤0.01%	1264
2024 Q1	$11K	Hold	104	–	–	﹤0.01%	1219
2023 Q4	$9.97K	Hold	104	–	–	﹤0.01%	1172
2023 Q3	$8.73K	Hold	104	–	–	﹤0.01%	1190
2023 Q2	$9.17K	Sell	104 -107	-51%	-$8.88K	﹤0.01%	1194
2023 Q1	$17.4K	Buy	+211	New	+$17.5K	﹤0.01%	996

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

RJA

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

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

CCP

Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Sunbelt Securities's FPX Position: Q3 2024 in Review

Sunbelt Securities sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2024, closing a stake of 104 shares — an estimated $10.3K sold.

Sunbelt Securities first reported a position in FPX in Q1 2023 and held it in 6 quarters. The position peaked at $17.4K in Q1 2023. 162 funds tracked by Wall St. Rank hold FPX as of Q3 2024.

Sunbelt Securities reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2024 after selling out during the quarter.
Sunbelt Securities sold 104 First Trust US Equity Opportunities ETF shares in Q3 2024, an estimated $10.3K.
Sunbelt Securities first reported a position in First Trust US Equity Opportunities ETF in Q1 2023 and held it in 6 quarters.
Sunbelt Securities's First Trust US Equity Opportunities ETF position peaked at $17.4K in Q1 2023.
162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2024.

Based on Sunbelt Securities's 13F filing for Q3 2024, filed 18 Nov 2024.