Thrivent Financial for Lutherans’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Thrivent Financial for Lutherans’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	–	Sell	-2,475	Closed	-$203K	–	2428
2022 Q2	$203K	Sell	2,475 -624	-20%	-$58.1K	﹤0.01%	2351
2022 Q1	$338K	Buy	+3,099	New	+$330K	﹤0.01%	2316
2021 Q4	–	Hold	0	–	–	–	2247
2021 Q3	–	Hold	0	–	–	–	2250
2021 Q2	–	Hold	0	–	–	–	2240
2021 Q1	–	Hold	0	–	–	–	2296
2020 Q4	–	Hold	0	–	–	–	2262
2020 Q3	–	Hold	0	–	–	–	2058

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 $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Thrivent Financial for Lutherans's FPX Position: Q3 2022 in Review

Thrivent Financial for Lutherans sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2022, closing a stake of 2,475 shares — an estimated $203K sold.

Thrivent Financial for Lutherans first reported a position in FPX in Q1 2022 and held it in 2 quarters. The position peaked at $338K in Q1 2022. 172 funds tracked by Wall St. Rank hold FPX as of Q3 2022.

Thrivent Financial for Lutherans reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2022 after selling out during the quarter.
Thrivent Financial for Lutherans sold 2,475 First Trust US Equity Opportunities ETF shares in Q3 2022, an estimated $203K.
Thrivent Financial for Lutherans first reported a position in First Trust US Equity Opportunities ETF in Q1 2022 and held it in 2 quarters.
Thrivent Financial for Lutherans's First Trust US Equity Opportunities ETF position peaked at $338K in Q1 2022.
172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2022.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2022, filed 14 Nov 2022.