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Tanglewood Legacy Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Tanglewood Legacy Advisors’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
Q2 		– Sell
-385
Closed -$40.7K – 288
2024
Q1 		$40.7K Hold
385
– – 0.02% 173
2023
Q4 		$36.9K Hold
385
– – 0.02% 174
2023
Q3 		$32.3K Hold
385
– – 0.02% 187
2023
Q2 		$33.9K Hold
385
– – 0.02% 189
2023
Q1 		$32.4K Hold
385
– – 0.02% 180
2022
Q4 		$30.3K Buy
+385
New +$32.2K 0.02% 160

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Tanglewood Legacy Advisors's FPX Position: Q2 2024 in Review

Tanglewood Legacy Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2024, closing a stake of 385 shares — an estimated $40.7K sold.

Tanglewood Legacy Advisors first reported a position in FPX in Q4 2022 and held it in 6 quarters. The position peaked at $40.7K in Q1 2024. 151 funds tracked by Wall St. Rank hold FPX as of Q2 2024.

  • Tanglewood Legacy Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 385 First Trust US Equity Opportunities ETF shares in Q2 2024, an estimated $40.7K.
  • Tanglewood Legacy Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2022 and held it in 6 quarters.
  • Tanglewood Legacy Advisors's First Trust US Equity Opportunities ETF position peaked at $40.7K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.