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

Advisory Alpha’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
2026
Q1 		$209K Buy
1,314
+1
+0.1% +$164 0.01% 525
2025
Q4 		$215K Buy
1,313
+1
+0.1% +$164 0.01% 485
2025
Q3 		$220K Buy
+1,312
New +$200K 0.01% 488
2024
Q4 		– Sell
-3,120
Closed -$344K – 444
2024
Q3 		$344K Sell
3,120
-836
-21% -$85K 0.01% 290
2024
Q2 		$393K Sell
3,956
-14,952
-79% -$1.51M 0.02% 252
2024
Q1 		$2M Sell
18,908
-3,643
-16% -$360K 0.08% 115
2023
Q4 		$2.16M Sell
22,551
-849
-4% -$73.2K 0.1% 101
2023
Q3 		$1.97M Sell
23,400
-1,840
-7% -$162K 0.1% 99
2023
Q2 		$2.23M Buy
25,240
+17,015
+207% +$1.41M 0.11% 93
2023
Q1 		$691K Buy
+8,225
New +$681K 0.04% 148
2022
Q1 		– Sell
-3,015
Closed -$369K – 275
2021
Q4 		$369K Buy
3,015
+934
+45% +$118K 0.02% 199
2021
Q3 		$257K Buy
+2,081
New +$264K 0.02% 215

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return