First Manhattan’s First Trust US Equity Opportunities ETF FPX Stock Holding History

First Manhattan’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 Q3	–	Sell	-403	Closed	-$33K	–	1560
2022 Q2	$33K	Hold	403	–	–	﹤0.01%	1032
2022 Q1	$43K	Hold	403	–	–	﹤0.01%	1030
2021 Q4	$49K	Hold	403	–	–	﹤0.01%	1000
2021 Q3	$49K	Hold	403	–	–	﹤0.01%	999
2021 Q2	$51K	Hold	403	–	–	﹤0.01%	983
2021 Q1	$48K	Buy	403 +1	+0.2%	+$126	﹤0.01%	966
2020 Q4	$47K	Sell	402 -1	-0.2%	-$108	﹤0.01%	915
2020 Q3	$38K	Hold	403	–	–	﹤0.01%	923
2020 Q2	$33K	Hold	403	–	–	﹤0.01%	944
2020 Q1	$25K	Buy	+403	New	+$31.1K	﹤0.01%	965

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

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

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

RJA

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

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Manhattan's FPX Position: Q3 2022 in Review

First Manhattan sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2022, closing a stake of 403 shares — an estimated $33K sold.

First Manhattan first reported a position in FPX in Q1 2020 and held it in 10 quarters. The position peaked at $51K in Q2 2021. 172 funds tracked by Wall St. Rank hold FPX as of Q3 2022.

First Manhattan reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2022 after selling out during the quarter.
First Manhattan sold 403 First Trust US Equity Opportunities ETF shares in Q3 2022, an estimated $33K.
First Manhattan first reported a position in First Trust US Equity Opportunities ETF in Q1 2020 and held it in 10 quarters.
First Manhattan's First Trust US Equity Opportunities ETF position peaked at $51K in Q2 2021.
172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2022.

Based on First Manhattan's 13F filing for Q3 2022, filed 14 Nov 2022.