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

Titus 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
2022 Q2	$327K	Buy	3,980 +2	+0.1%	+$186	0.16%	100
2022 Q1	$434K	Hold	3,978	–	–	0.2%	85
2021 Q4	$487K	Hold	3,978	–	–	0.22%	77
2021 Q3	$492K	Hold	3,978	–	–	0.26%	69
2021 Q2	$507K	Buy	3,978 +477	+14%	+$58.2K	0.27%	62
2021 Q1	$417K	Sell	3,501 -476	-12%	-$59.8K	0.24%	72
2020 Q4	$471K	Hold	3,977	–	–	0.29%	64
2020 Q3	$384K	Buy	3,977 +1	+0%	+$91	0.27%	67
2020 Q2	$333K	Hold	3,976	–	–	0.26%	71
2020 Q1	$250K	Buy	3,976 +479	+14%	+$37K	0.24%	75
2019 Q4	$281K	Sell	3,497 -845	-19%	-$65.6K	0.28%	75
2019 Q3	$329K	Sell	4,342 -198	-4%	-$15.6K	0.3%	65
2019 Q2	$354K	Sell	4,540 -488	-10%	-$37.1K	0.35%	57
2019 Q1	$377	Hold	5,028	–	–	0.33%	61
2018 Q4	$312	Buy	+5,028	New	+$337K	0.27%	64

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Titus Wealth Management's FPX Position: Q2 2022 in Review

Titus Wealth Management increased its First Trust US Equity Opportunities ETF (FPX) stake by 0.05% in Q2 2022, buying an estimated $186 and bringing the position to 3,980 shares worth $327K. The position accounts for 0.16% of the portfolio, ranked #100.

Titus Wealth Management first reported a position in FPX in Q4 2018 and has held it in 15 quarters since. The position peaked at $507K in Q2 2021. 179 funds tracked by Wall St. Rank hold FPX as of Q2 2022.

Titus Wealth Management held 3,980 shares of First Trust US Equity Opportunities ETF worth $327K as of Q2 2022.
Titus Wealth Management bought 2 First Trust US Equity Opportunities ETF shares in Q2 2022, an estimated $186.
First Trust US Equity Opportunities ETF made up 0.16% of Titus Wealth Management's portfolio in Q2 2022, its #100 holding.
Titus Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and has held it in 15 quarters since.
Titus Wealth Management's First Trust US Equity Opportunities ETF position peaked at $507K in Q2 2021.
179 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.