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

Abich Financial 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
2025
Q3 		$117K Buy
+703
New +$107K 0.04% 204
2024
Q3 		$4.85K Sell
44
-148
-77% -$15K 0.01% 258
2024
Q2 		$19.1K Sell
192
-37
-16% -$3.73K 0.01% 223
2024
Q1 		$24.2K Sell
229
-2
-0.9% -$198 0.02% 185
2023
Q4 		$22.2K Buy
+231
New +$19.9K 0.02% 175

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 $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Abich Financial Wealth Management's FPX Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q3 2025: 703 shares worth $117K. The stake represents 0.04% of the portfolio and ranks #204 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in FPX as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in FPX in Q4 2023 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold FPX as of Q3 2025.

  • Abich Financial Wealth Management held 703 shares of First Trust US Equity Opportunities ETF worth $117K as of Q3 2025.
  • First Trust US Equity Opportunities ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • First Trust US Equity Opportunities ETF made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #204 holding.
  • Abich Financial Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2023 and has held it in 5 quarters since.
  • 199 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.