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

Triton 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
2023 Q3	–	Sell	-4,001	Closed	-$368K	–	76
2023 Q2	$368K	Sell	4,001 -67	-2%	-$5.56K	0.21%	48
2023 Q1	$352K	Sell	4,068 -684	-14%	-$56.7K	0.22%	45
2022 Q4	$391K	Sell	4,752 -288	-6%	-$24.1K	0.24%	43
2022 Q3	$433K	Sell	5,040 -120	-2%	-$10.5K	0.26%	39
2022 Q2	$467K	Sell	5,160 -682	-12%	-$63.5K	0.33%	39
2022 Q1	$607K	Hold	5,842	–	–	0.31%	38
2021 Q4	$607K	Sell	5,842 -416	-7%	-$52.7K	0.31%	38
2021 Q3	$818K	Sell	6,258 -233	-4%	-$29.6K	0.39%	36
2021 Q2	$831K	Sell	6,491 -15,417	-70%	-$1.88M	0.47%	28
2021 Q1	$2.66M	Buy	+21,908	New	+$2.75M	1.81%	9

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

AAP

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

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

Triton Wealth Management's FPX Position: Q3 2023 in Review

Triton Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2023, closing a stake of 4,001 shares — an estimated $368K sold.

Triton Wealth Management first reported a position in FPX in Q1 2021 and held it in 10 quarters. The position peaked at $2.66M in Q1 2021. 152 funds tracked by Wall St. Rank hold FPX as of Q3 2023.

Triton Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2023 after selling out during the quarter.
Triton Wealth Management sold 4,001 First Trust US Equity Opportunities ETF shares in Q3 2023, an estimated $368K.
Triton Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2021 and held it in 10 quarters.
Triton Wealth Management's First Trust US Equity Opportunities ETF position peaked at $2.66M in Q1 2021.
152 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2023.

Based on Triton Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.