Belpointe Asset Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-46	Closed	-$3.87K	–	1564
2023 Q1	$3.87K	Hold	46	–	–	﹤0.01%	3105
2022 Q4	$3.62K	Buy	+46	New	+$3.85K	﹤0.01%	3043
2021 Q2	–	Sell	-980	Closed	-$117K	–	1147
2021 Q1	$117K	Hold	980	–	–	0.01%	940
2020 Q4	$116K	Buy	+980	New	+$106K	0.01%	898

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

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

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

AAP

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

Belpointe Asset Management's FPX Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2023, closing a stake of 46 shares — an estimated $3.87K sold.

Belpointe Asset Management first reported a position in FPX in Q4 2020 and held it in 4 quarters. The position peaked at $117K in Q1 2021. 160 funds tracked by Wall St. Rank hold FPX as of Q2 2023.

Belpointe Asset Management reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 46 First Trust US Equity Opportunities ETF shares in Q2 2023, an estimated $3.87K.
Belpointe Asset Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and held it in 4 quarters.
Belpointe Asset Management's First Trust US Equity Opportunities ETF position peaked at $117K in Q1 2021.
160 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.