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Voya Financial Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Voya Financial Advisors’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
Q4 		– Sell
-1,720
Closed -$212K – 266
2021
Q3 		$212K Sell
1,720
-31
-2% -$3.94K 0.03% 246
2021
Q2 		$225K Buy
+1,751
New +$214K 0.03% 236

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Voya Financial Advisors's FPX Position: Q4 2021 in Review

Voya Financial Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2021, closing a stake of 1,720 shares — an estimated $212K sold.

Voya Financial Advisors first reported a position in FPX in Q2 2021 and held it in 2 quarters. The position peaked at $225K in Q2 2021. 207 funds tracked by Wall St. Rank hold FPX as of Q4 2021.

  • Voya Financial Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 1,720 First Trust US Equity Opportunities ETF shares in Q4 2021, an estimated $212K.
  • Voya Financial Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2021 and held it in 2 quarters.
  • Voya Financial Advisors's First Trust US Equity Opportunities ETF position peaked at $225K in Q2 2021.
  • 207 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2021.

Based on Voya Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.