First Trust US Equity Opportunities ETF $FPX Stock Position Cut by Puff Wealth Management LLC
by Sarita Garza · The Markets DailyPuff Wealth Management LLC trimmed its stake in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX – Free Report) by 73.7% during the third quarter, Holdings Channel reports. The institutional investor owned 1,852 shares of the company’s stock after selling 5,202 shares during the period. Puff Wealth Management LLC’s holdings in First Trust US Equity Opportunities ETF were worth $308,000 at the end of the most recent reporting period.
A number of other institutional investors also recently made changes to their positions in FPX. Raymond James Financial Inc. increased its stake in shares of First Trust US Equity Opportunities ETF by 2.5% during the first quarter. Raymond James Financial Inc. now owns 121,719 shares of the company’s stock valued at $13,601,000 after acquiring an additional 2,931 shares during the period. CW Advisors LLC lifted its position in First Trust US Equity Opportunities ETF by 24.6% in the first quarter. CW Advisors LLC now owns 98,642 shares of the company’s stock worth $11,024,000 after purchasing an additional 19,502 shares during the period. Baird Financial Group Inc. bought a new position in First Trust US Equity Opportunities ETF during the 1st quarter valued at $1,099,000. Calton & Associates Inc. boosted its stake in First Trust US Equity Opportunities ETF by 7.6% during the 1st quarter. Calton & Associates Inc. now owns 14,653 shares of the company’s stock valued at $1,637,000 after purchasing an additional 1,034 shares in the last quarter. Finally, Royal Bank of Canada increased its position in shares of First Trust US Equity Opportunities ETF by 0.6% during the 1st quarter. Royal Bank of Canada now owns 51,337 shares of the company’s stock valued at $5,736,000 after purchasing an additional 313 shares during the period.
First Trust US Equity Opportunities ETF Stock Performance
FPX opened at $166.18 on Wednesday. The company has a market capitalization of $1.19 billion, a PE ratio of 32.81 and a beta of 1.26. The stock’s fifty day moving average is $163.47 and its 200-day moving average is $154.83. First Trust US Equity Opportunities ETF has a one year low of $94.13 and a one year high of $174.68.
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.
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