Golden State Wealth Management LLC Has $2.81 Million Stake in First Trust US Equity Opportunities ETF $FPX

Golden State Wealth Management LLC decreased its position in First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 7.9% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 19,380 shares of the company’s stock after selling 1,671 shares during the period. Golden State Wealth Management LLC’s holdings in First Trust US Equity Opportunities ETF were worth $2,808,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of FPX. Trust Co. of Toledo NA OH acquired a new stake in shares of First Trust US Equity Opportunities ETF during the 2nd quarter valued at $29,000. Hazlett Burt & Watson Inc. boosted its stake in shares of First Trust US Equity Opportunities ETF by 238.8% during the 2nd quarter. Hazlett Burt & Watson Inc. now owns 227 shares of the company’s stock valued at $33,000 after buying an additional 160 shares during the period. First Horizon Advisors Inc. bought a new position in shares of First Trust US Equity Opportunities ETF during the 2nd quarter valued at $43,000. Assetmark Inc. raised its holdings in shares of First Trust US Equity Opportunities ETF by 21.0% during the 1st quarter. Assetmark Inc. now owns 479 shares of the company’s stock valued at $54,000 after purchasing an additional 83 shares in the last quarter. Finally, Atlantic Union Bankshares Corp bought a new position in shares of First Trust US Equity Opportunities ETF during the 2nd quarter valued at $58,000.

First Trust US Equity Opportunities ETF Trading Up 1.5%

First Trust US Equity Opportunities ETF stock opened at $165.63 on Thursday. The company has a market capitalization of $1.18 billion, a P/E ratio of 32.81 and a beta of 1.26. The firm’s fifty day simple moving average is $162.18 and its 200-day simple moving average is $147.49. First Trust US Equity Opportunities ETF has a 1-year low of $94.13 and a 1-year high of $171.01.

First Trust US Equity Opportunities ETF Company Profile

First Trust US IPO Index Fund (the Fund) seeks investment results that correspond generally to the price and yield of an equity index called the IPOX-100 U.S. Index (the Index). The Fund will normally invest at least 90% of its assets in common stocks that comprise the Index. The Index is a modified value-weighted price index measuring the performance of the top 100 United States companies ranked quarterly by market capitalization in the IPOX Global Composite Index.