Almanack Investment Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Almanack Investment Partners’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
2022 Q1	–	Sell	-2,196	Closed	-$269K	–	512
2021 Q4	$269K	Sell	2,196 -75,166	-97%	-$9.53M	0.02%	401
2021 Q3	$9.55M	Buy	77,362 +70,869	+1,091%	+$9.01M	0.84%	23
2021 Q2	$828K	Buy	6,493 +4,488	+224%	+$547K	0.08%	158
2021 Q1	$239K	Buy	+2,005	New	+$252K	0.02%	363
2020 Q4	–	Sell	-68,625	Closed	-$6.95M	–	418
2020 Q3	$6.95M	Buy	+68,625	New	+$6.26M	0.85%	27

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Almanack Investment Partners's FPX Position: Q1 2022 in Review

Almanack Investment Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2022, closing a stake of 2,196 shares — an estimated $269K sold.

Almanack Investment Partners first reported a position in FPX in Q3 2020 and held it in 5 quarters. The position peaked at $9.55M in Q3 2021. 193 funds tracked by Wall St. Rank hold FPX as of Q1 2022.

Almanack Investment Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Almanack Investment Partners sold 2,196 First Trust US Equity Opportunities ETF shares in Q1 2022, an estimated $269K.
Almanack Investment Partners first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and held it in 5 quarters.
Almanack Investment Partners's First Trust US Equity Opportunities ETF position peaked at $9.55M in Q3 2021.
193 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2022.

Based on Almanack Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.