TD Waterhouse Canada’s First Trust US Equity Opportunities ETF FPX Stock Holding History

TD Waterhouse Canada’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	-50	Closed	-$5.16K	–	1943
2024 Q1	$5.16K	Hold	50	–	–	﹤0.01%	1532
2023 Q4	$4.52K	Hold	50	–	–	﹤0.01%	1395
2023 Q3	$4.16K	Hold	50	–	–	﹤0.01%	1396
2023 Q2	$4.42K	Hold	50	–	–	﹤0.01%	1417
2023 Q1	$4.18K	Hold	50	–	–	﹤0.01%	1410
2022 Q4	$3.88K	Hold	50	–	–	﹤0.01%	1395
2022 Q3	$4.15K	Hold	50	–	–	﹤0.01%	1388
2022 Q2	$4.16K	Hold	50	–	–	﹤0.01%	1428
2022 Q1	$5.49K	Hold	50	–	–	﹤0.01%	1439
2021 Q4	$6K	Buy	+50	New	+$6.34K	﹤0.01%	1425

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

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

TD Waterhouse Canada's FPX Position: Q2 2024 in Review

TD Waterhouse Canada sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2024, closing a stake of 50 shares — an estimated $5.16K sold.

TD Waterhouse Canada first reported a position in FPX in Q4 2021 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 151 funds tracked by Wall St. Rank hold FPX as of Q2 2024.

TD Waterhouse Canada reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2024 after selling out during the quarter.
TD Waterhouse Canada sold 50 First Trust US Equity Opportunities ETF shares in Q2 2024, an estimated $5.16K.
TD Waterhouse Canada first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and held it in 10 quarters.
TD Waterhouse Canada's First Trust US Equity Opportunities ETF position peaked at $6K in Q4 2021.
151 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2024.

Based on TD Waterhouse Canada's 13F filing for Q2 2024, filed 2 Aug 2024.