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

Win 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
2023 Q1	–	Sell	-13	Closed	-$1.02K	–	76
2022 Q4	$1.02K	Sell	13 -374	-97%	-$31.3K	﹤0.01%	127
2022 Q3	$31K	Sell	387 -47	-11%	-$4.13K	0.01%	36
2022 Q2	$36K	Sell	434 -194,580	-100%	-$18.1M	0.07%	54
2022 Q1	$21.3M	Buy	195,014 +132,119	+210%	+$14.1M	5.59%	6
2021 Q4	$7.71M	Buy	+62,895	New	+$7.97M	1.76%	19

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

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Win Advisors's FPX Position: Q1 2023 in Review

Win Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2023, closing a stake of 13 shares — an estimated $1.02K sold.

Win Advisors first reported a position in FPX in Q4 2021 and held it in 5 quarters. The position peaked at $21.3M in Q1 2022. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2023.

Win Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 13 First Trust US Equity Opportunities ETF shares in Q1 2023, an estimated $1.02K.
Win Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and held it in 5 quarters.
Win Advisors's First Trust US Equity Opportunities ETF position peaked at $21.3M in Q1 2022.
162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.