UMB Bank’s First Trust US Equity Opportunities ETF FPX Stock Holding History

UMB Bank’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 Q2	–	Sell	-285	Closed	-$24K	–	1707
2023 Q1	$24K	Hold	285	–	–	﹤0.01%	1040
2022 Q4	$22K	Hold	285	–	–	﹤0.01%	1087
2022 Q3	$23K	Sell	285 -287	-50%	-$25.2K	﹤0.01%	1061
2022 Q2	$47K	Hold	572	–	–	﹤0.01%	934
2022 Q1	$62K	Hold	572	–	–	﹤0.01%	900
2021 Q4	$70K	Buy	+572	New	+$72.5K	﹤0.01%	895

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

UMB Bank's FPX Position: Q2 2023 in Review

UMB Bank sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2023, closing a stake of 285 shares — an estimated $24K sold.

UMB Bank first reported a position in FPX in Q4 2021 and held it in 6 quarters. The position peaked at $70K in Q4 2021. 160 funds tracked by Wall St. Rank hold FPX as of Q2 2023.

UMB Bank reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2023 after selling out during the quarter.
UMB Bank sold 285 First Trust US Equity Opportunities ETF shares in Q2 2023, an estimated $24K.
UMB Bank first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and held it in 6 quarters.
UMB Bank's First Trust US Equity Opportunities ETF position peaked at $70K in Q4 2021.
160 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2023.

Based on UMB Bank's 13F filing for Q2 2023, filed 25 Jul 2023.