Total Clarity Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Total Clarity Wealth Management’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
2021 Q2	–	Sell	-300	Closed	-$36K	–	371
2021 Q1	$36K	Buy	+300	New	+$37.7K	0.02%	378
2020 Q1	–	Sell	-500	Closed	-$40K	–	258
2019 Q4	$40K	Buy	+500	New	+$38.8K	0.03%	298

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

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

Total Clarity Wealth Management's FPX Position: Q2 2021 in Review

Total Clarity Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2021, closing a stake of 300 shares — an estimated $36K sold.

Total Clarity Wealth Management first reported a position in FPX in Q4 2019 and held it in 2 quarters. The position peaked at $40K in Q4 2019. 197 funds tracked by Wall St. Rank hold FPX as of Q2 2021.

Total Clarity Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2021 after selling out during the quarter.
Total Clarity Wealth Management sold 300 First Trust US Equity Opportunities ETF shares in Q2 2021, an estimated $36K.
Total Clarity Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and held it in 2 quarters.
Total Clarity Wealth Management's First Trust US Equity Opportunities ETF position peaked at $40K in Q4 2019.
197 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2021.

Based on Total Clarity Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.