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

Altus Wealth 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 Q1	–	Sell	-3,899	Closed	-$307K	–	138
2022 Q4	$307K	Sell	3,899 -6,228	-61%	-$521K	0.23%	100
2022 Q3	$1.25M	Hold	10,127	–	–	1.24%	19
2022 Q2	$1.25M	Sell	10,127 -149	-1%	-$13.9K	1.24%	19
2022 Q1	$1.12M	Buy	10,276 +283	+3%	+$30.2K	0.92%	24
2021 Q4	$1.22M	Sell	9,993 -134	-1%	-$17K	1.01%	21
2021 Q3	$1.25M	Buy	10,127 +8	+0.1%	+$1.02K	1.24%	19
2021 Q2	$1.29M	Sell	10,119 -76	-0.7%	-$9.27K	1.26%	19
2021 Q1	$1.23M	Buy	10,195 +913	+10%	+$115K	1.22%	19
2020 Q4	$1.1M	Buy	+9,282	New	+$1.01M	1.05%	17

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Altus Wealth Group's FPX Position: Q1 2023 in Review

Altus Wealth Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2023, closing a stake of 3,899 shares — an estimated $307K sold.

Altus Wealth Group first reported a position in FPX in Q4 2020 and held it in 9 quarters. The position peaked at $1.29M in Q2 2021. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2023.

Altus Wealth Group reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Altus Wealth Group sold 3,899 First Trust US Equity Opportunities ETF shares in Q1 2023, an estimated $307K.
Altus Wealth Group first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and held it in 9 quarters.
Altus Wealth Group's First Trust US Equity Opportunities ETF position peaked at $1.29M in Q2 2021.
162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2023.

Based on Altus Wealth Group's 13F filing for Q1 2023, filed 1 May 2023.