True Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

True Capital 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
2023 Q1	$284K	Sell	3,377 -686	-17%	-$56.8K	0.19%	99
2022 Q4	$320K	Buy	+4,063	New	+$340K	0.26%	85

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

True Capital Management's FPX Position: Q1 2023 in Review

True Capital Management reduced its First Trust US Equity Opportunities ETF (FPX) stake by 17% in Q1 2023, selling an estimated $56.8K and leaving 3,377 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #99.

True Capital Management first reported a position in FPX in Q4 2022 and has held it in 2 quarters since. The position peaked at $320K in Q4 2022. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2023.

True Capital Management held 3,377 shares of First Trust US Equity Opportunities ETF worth $284K as of Q1 2023.
True Capital Management sold 686 First Trust US Equity Opportunities ETF shares in Q1 2023, an estimated $56.8K.
First Trust US Equity Opportunities ETF made up 0.19% of True Capital Management's portfolio in Q1 2023, its #99 holding.
True Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2022 and has held it in 2 quarters since.
True Capital Management's First Trust US Equity Opportunities ETF position peaked at $320K in Q4 2022.
162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.