VCP
FPX icon

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

Verus Capital Partners’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
Q1 		$36K Sell
578
-2,814
-83% -$217K 0.01% 597
2019
Q4 		$273K Buy
+3,392
New +$263K 0.09% 182

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Verus Capital Partners's FPX Position: Q1 2020 in Review

Verus Capital Partners reduced its First Trust US Equity Opportunities ETF (FPX) stake by 83% in Q1 2020, selling an estimated $217K and leaving 578 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #597.

Verus Capital Partners first reported a position in FPX in Q4 2019 and has held it in 2 quarters since. The position peaked at $273K in Q4 2019. 135 funds tracked by Wall St. Rank hold FPX as of Q1 2020.

  • Verus Capital Partners held 578 shares of First Trust US Equity Opportunities ETF worth $36K as of Q1 2020.
  • Verus Capital Partners sold 2,814 First Trust US Equity Opportunities ETF shares in Q1 2020, an estimated $217K.
  • First Trust US Equity Opportunities ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #597 holding.
  • Verus Capital Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's First Trust US Equity Opportunities ETF position peaked at $273K in Q4 2019.
  • 135 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.