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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s First Trust US Equity Opportunities ETF FPX Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q4 		– Sell
-10,042
Closed -$1.67M – 69
2025
Q3 		$1.67M Buy
+10,042
New +$1.53M 1.05% 18

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's FPX Position: Q4 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2025, closing a stake of 10,042 shares — an estimated $1.67M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in FPX in Q3 2025 and held it in 1 quarter. The position peaked at $1.67M in Q3 2025. 203 funds tracked by Wall St. Rank hold FPX as of Q4 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 10,042 First Trust US Equity Opportunities ETF shares in Q4 2025, an estimated $1.67M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in First Trust US Equity Opportunities ETF in Q3 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's First Trust US Equity Opportunities ETF position peaked at $1.67M in Q3 2025.
  • 203 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q4 2025, filed 10 Aug 2026.