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Winslow Evans & Crocker’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$184K Buy
+1,557
New +$169K 0.03% 344
2017
Q3 		– Sell
-750
Closed -$44.8K – 1156
2017
Q2 		$44.8K Hold
750
– – 0.01% 573
2017
Q1 		$43K Sell
750
-450
-38% -$25.4K 0.01% 567
2016
Q4 		$65K Hold
1,200
– – 0.02% 478
2016
Q3 		$65.2K Hold
1,200
– – 0.02% 489
2016
Q2 		$60.6K Sell
1,200
-125
-9% -$6.33K 0.02% 471
2016
Q1 		$66.3K Sell
1,325
-1
-0.1% -$47 0.02% 445
2015
Q4 		$67.8K Buy
1,326
+876
+195% +$45.2K 0.02% 474
2015
Q3 		$21.9K Hold
450
– – 0.01% 698
2015
Q2 		$24.5K Hold
450
– – 0.01% 714
2015
Q1 		$24.2K Sell
450
-150
-25% -$7.71K 0.01% 690
2014
Q4 		$30.1K Sell
600
-50
-8% -$2.44K 0.01% 641
2014
Q3 		$31.3K Sell
650
-4,267
-87% -$206K 0.01% 656
2014
Q2 		$237K Sell
4,917
-33
-0.7% -$1.52K 0.08% 240
2014
Q1 		$227K Hold
4,950
– – 0.08% 248
2013
Q4 		$224K Buy
+4,950
New +$212K 0.08% 267

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's FPX Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q4 2020: 1,557 shares worth $184K. The stake represents 0.03% of the portfolio and ranks #344 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in FPX as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in FPX in Q4 2013 and has held it in 16 quarters since. The position peaked at $237K in Q2 2014. 172 funds tracked by Wall St. Rank hold FPX as of Q4 2020.

  • Winslow Evans & Crocker held 1,557 shares of First Trust US Equity Opportunities ETF worth $184K as of Q4 2020.
  • First Trust US Equity Opportunities ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • First Trust US Equity Opportunities ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #344 holding.
  • Winslow Evans & Crocker first reported a position in First Trust US Equity Opportunities ETF in Q4 2013 and has held it in 16 quarters since.
  • Winslow Evans & Crocker's First Trust US Equity Opportunities ETF position peaked at $237K in Q2 2014.
  • 172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.