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WealthPlan Investment Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-2,588
Closed -$222K – 479
2022
Q4 		$222K Sell
2,588
-44
-2% -$3.68K 0.02% 362
2022
Q3 		$218K Buy
+2,632
New +$231K 0.02% 342
2022
Q1 		$265K Buy
+2,754
New +$294K 0.02% 336

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthPlan Investment Management's FPX Position: Q1 2023 in Review

WealthPlan Investment Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2023, closing a stake of 2,588 shares — an estimated $222K sold.

WealthPlan Investment Management first reported a position in FPX in Q1 2022 and held it in 3 quarters. The position peaked at $265K in Q1 2022. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2023.

  • WealthPlan Investment Management reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,588 First Trust US Equity Opportunities ETF shares in Q1 2023, an estimated $222K.
  • WealthPlan Investment Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's First Trust US Equity Opportunities ETF position peaked at $265K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.