Wagner Wealth Management (South Carolina)’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-770	Closed	-$62K	–	423
2022 Q3	$62K	Buy	770 +2	+0.3%	+$176	0.05%	184
2022 Q2	$63K	Buy	+768	New	+$71.5K	0.05%	179
2022 Q1	–	Sell	-672	Closed	-$82K	–	379
2021 Q4	$82K	Hold	672	–	–	0.06%	190
2021 Q3	$88K	Buy	672 +5	+0.7%	+$635	0.07%	180
2021 Q2	$85K	Hold	667	–	–	0.06%	203
2021 Q1	$79K	Buy	+667	New	+$83.8K	0.06%	189
2018 Q3	$22K	Buy	296 +1	+0.3%	+$74	0.01%	336
2018 Q2	$21K	Hold	295	–	–	0.02%	309
2018 Q1	$20K	Hold	295	–	–	0.02%	290
2017 Q4	$21K	Buy	+295	New	+$19.6K	0.02%	298

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FPX Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2022, closing a stake of 770 shares — an estimated $62K sold.

Wagner Wealth Management (South Carolina) first reported a position in FPX in Q4 2017 and held it in 10 quarters. The position peaked at $88K in Q3 2021. 167 funds tracked by Wall St. Rank hold FPX as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 770 First Trust US Equity Opportunities ETF shares in Q4 2022, an estimated $62K.
Wagner Wealth Management (South Carolina) first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s First Trust US Equity Opportunities ETF position peaked at $88K in Q3 2021.
167 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.