Apollon Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Apollon Wealth Management’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
2024 Q2	–	Sell	-1,905	Closed	-$202K	–	1125
2024 Q1	$202K	Sell	1,905 -955	-33%	-$94.4K	0.01%	1039
2023 Q4	$274K	Buy	+2,860	New	+$247K	0.01%	875
2023 Q3	–	Sell	-2,454	Closed	-$216K	–	933
2023 Q2	$216K	Buy	+2,454	New	+$204K	0.01%	845
2022 Q4	–	Sell	-2,535	Closed	-$205K	–	874
2022 Q3	$205K	Sell	2,535 -450	-15%	-$39.5K	0.02%	718
2022 Q2	$245K	Sell	2,985 -50	-2%	-$4.66K	0.02%	623
2022 Q1	$331K	Hold	3,035	–	–	0.02%	566
2021 Q4	$372K	Buy	+3,035	New	+$385K	0.03%	532

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Apollon Wealth Management's FPX Position: Q2 2024 in Review

Apollon Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2024, closing a stake of 1,905 shares — an estimated $202K sold.

Apollon Wealth Management first reported a position in FPX in Q4 2021 and held it in 7 quarters. The position peaked at $372K in Q4 2021. 151 funds tracked by Wall St. Rank hold FPX as of Q2 2024.

Apollon Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2024 after selling out during the quarter.
Apollon Wealth Management sold 1,905 First Trust US Equity Opportunities ETF shares in Q2 2024, an estimated $202K.
Apollon Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and held it in 7 quarters.
Apollon Wealth Management's First Trust US Equity Opportunities ETF position peaked at $372K in Q4 2021.
151 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2024.

Based on Apollon Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.