Wealthcare Advisory Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Wealthcare Advisory 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
2023 Q3	–	Sell	-3,238	Closed	-$286K	–	714
2023 Q2	$286K	Buy	3,238 +801	+33%	+$66.5K	0.01%	576
2023 Q1	$205K	Buy	+2,437	New	+$202K	0.01%	683
2022 Q2	–	Sell	-2,280	Closed	-$249K	–	584
2022 Q1	$249K	Sell	2,280 -299	-12%	-$31.9K	0.02%	465
2021 Q4	$316K	Hold	2,579	–	–	0.02%	430
2021 Q3	$318K	Sell	2,579 -610	-19%	-$77.5K	0.02%	400
2021 Q2	$406K	Hold	3,189	–	–	0.03%	360
2021 Q1	$380K	Buy	3,189 +1,243	+64%	+$156K	0.03%	340
2020 Q4	$230K	Sell	1,946 -430	-18%	-$46.6K	0.02%	372
2020 Q3	$230K	Buy	+2,376	New	+$217K	0.03%	311
2020 Q2	–	Sell	-2,425	Closed	-$153K	–	697
2020 Q1	$153K	Buy	2,425 +58	+2%	+$4.48K	0.02%	309
2019 Q4	$190K	Buy	2,367 +2	+0.1%	+$155	0.02%	307
2019 Q3	$179K	Buy	2,365 +853	+56%	+$67.1K	0.03%	293
2019 Q2	$118K	Buy	1,512 +502	+50%	+$38.2K	0.02%	350
2019 Q1	$76K	Hold	1,010	–	–	0.01%	392
2018 Q4	$63K	Buy	1,010 +3	+0.3%	+$201	0.01%	389
2018 Q3	$75K	Buy	1,007 +1	+0.1%	+$74	0.01%	385
2018 Q2	$72K	Buy	1,006 +3	+0.3%	+$212	0.01%	392
2018 Q1	$69K	Buy	1,003 +1	+0.1%	+$71	0.02%	344
2017 Q4	$68K	Buy	+1,002	New	+$66.5K	0.02%	324

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthcare Advisory Partners's FPX Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2023, closing a stake of 3,238 shares — an estimated $286K sold.

Wealthcare Advisory Partners first reported a position in FPX in Q4 2017 and held it in 19 quarters. The position peaked at $406K in Q2 2021. 152 funds tracked by Wall St. Rank hold FPX as of Q3 2023.

Wealthcare Advisory Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,238 First Trust US Equity Opportunities ETF shares in Q3 2023, an estimated $286K.
Wealthcare Advisory Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and held it in 19 quarters.
Wealthcare Advisory Partners's First Trust US Equity Opportunities ETF position peaked at $406K in Q2 2021.
152 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.