World Equity Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

World Equity Group’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	-2,958	Closed	-$261K	–	352
2023 Q2	$261K	Sell	2,958 -36,356	-92%	-$3.02M	0.08%	257
2023 Q1	$441K	Buy	39,314 +35,351	+892%	+$2.93M	0.07%	303
2022 Q4	$312K	Sell	3,963 -45	-1%	-$3.76K	0.07%	244
2022 Q3	$325K	Buy	4,008 +588	+17%	+$51.6K	0.08%	234
2022 Q2	$281K	Buy	3,420 +900	+36%	+$83.8K	0.07%	263
2022 Q1	$275K	Buy	+2,520	New	+$269K	0.06%	287

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

World Equity Group's FPX Position: Q3 2023 in Review

World Equity Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2023, closing a stake of 2,958 shares — an estimated $261K sold.

World Equity Group first reported a position in FPX in Q1 2022 and held it in 6 quarters. The position peaked at $441K in Q1 2023. 152 funds tracked by Wall St. Rank hold FPX as of Q3 2023.

World Equity Group reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2023 after selling out during the quarter.
World Equity Group sold 2,958 First Trust US Equity Opportunities ETF shares in Q3 2023, an estimated $261K.
World Equity Group first reported a position in First Trust US Equity Opportunities ETF in Q1 2022 and held it in 6 quarters.
World Equity Group's First Trust US Equity Opportunities ETF position peaked at $441K in Q1 2023.
152 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2023.

Based on World Equity Group's 13F filing for Q3 2023, filed 22 Jul 2024.