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

Truvestments Capital’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
2020 Q2	–	Sell	-32	Closed	-$2K	–	588
2020 Q1	$2K	Buy	+32	New	+$2.47K	﹤0.01%	459
2019 Q4	–	Sell	-32	Closed	-$2K	–	303
2019 Q3	$2K	Hold	32	–	–	﹤0.01%	655
2019 Q2	$2K	Hold	32	–	–	﹤0.01%	683
2019 Q1	$2K	Buy	+32	New	+$2.25K	﹤0.01%	670
2018 Q3	$2K	Buy	+32	New	+$2.36K	﹤0.01%	803

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Truvestments Capital's FPX Position: Q2 2020 in Review

Truvestments Capital sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2020, closing a stake of 32 shares — an estimated $2K sold.

Truvestments Capital first reported a position in FPX in Q3 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2020. 133 funds tracked by Wall St. Rank hold FPX as of Q2 2020.

Truvestments Capital reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2020 after selling out during the quarter.
Truvestments Capital sold 32 First Trust US Equity Opportunities ETF shares in Q2 2020, an estimated $2K.
Truvestments Capital first reported a position in First Trust US Equity Opportunities ETF in Q3 2018 and held it in 5 quarters.
Truvestments Capital's First Trust US Equity Opportunities ETF position peaked at $2K in Q1 2020.
133 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2020.

Based on Truvestments Capital's 13F filing for Q2 2020, filed 6 Aug 2020.