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Thurston Springer Miller Herd & Titak’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Thurston Springer Miller Herd & Titak’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
-200
Closed -$19.9K – 1550
2024
Q2 		$19.9K Buy
+200
New +$20.2K 0.01% 818

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
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
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

Thurston Springer Miller Herd & Titak's FPX Position: Q3 2024 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2024, closing a stake of 200 shares — an estimated $19.9K sold.

Thurston Springer Miller Herd & Titak first reported a position in FPX in Q2 2024 and held it in 1 quarter. The position peaked at $19.9K in Q2 2024. 162 funds tracked by Wall St. Rank hold FPX as of Q3 2024.

  • Thurston Springer Miller Herd & Titak reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 200 First Trust US Equity Opportunities ETF shares in Q3 2024, an estimated $19.9K.
  • Thurston Springer Miller Herd & Titak first reported a position in First Trust US Equity Opportunities ETF in Q2 2024 and held it in 1 quarter.
  • Thurston Springer Miller Herd & Titak's First Trust US Equity Opportunities ETF position peaked at $19.9K in Q2 2024.
  • 162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2024.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2024, filed 11 Oct 2024.