Capital Wealth Alliance’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Capital Wealth Alliance’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
2021 Q4	–	Sell	-1,590	Closed	-$205K	–	148
2021 Q3	$205K	Buy	+1,590	New	+$202K	0.12%	134
2021 Q1	–	Sell	-1,627	Closed	-$205K	–	134
2020 Q4	$205K	Buy	+1,627	New	+$176K	0.15%	116
2020 Q1	–	Sell	-2,706	Closed	-$224K	–	170
2019 Q4	$224K	Buy	+2,706	New	+$210K	0.19%	76

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

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

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

RJFSA

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

RJA

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

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

Capital Wealth Alliance's FPX Position: Q4 2021 in Review

Capital Wealth Alliance sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2021, closing a stake of 1,590 shares — an estimated $205K sold.

Capital Wealth Alliance first reported a position in FPX in Q4 2019 and held it in 3 quarters. The position peaked at $224K in Q4 2019. 207 funds tracked by Wall St. Rank hold FPX as of Q4 2021.

Capital Wealth Alliance reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2021 after selling out during the quarter.
Capital Wealth Alliance sold 1,590 First Trust US Equity Opportunities ETF shares in Q4 2021, an estimated $205K.
Capital Wealth Alliance first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and held it in 3 quarters.
Capital Wealth Alliance's First Trust US Equity Opportunities ETF position peaked at $224K in Q4 2019.
207 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2021.

Based on Capital Wealth Alliance's 13F filing for Q4 2021, filed 27 Jan 2022.