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

Avantax Advisory Services’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 Q2	$330K	Sell	2,279 -330	-13%	-$41.9K	﹤0.01%	1837
2025 Q1	$292K	Sell	2,609 -67	-3%	-$8.34K	﹤0.01%	1847
2024 Q4	$320K	Sell	2,676 -1,181	-31%	-$141K	﹤0.01%	1739
2024 Q3	$425K	Sell	3,857 -2,523	-40%	-$256K	﹤0.01%	1522
2024 Q2	$634K	Sell	6,380 -1,422	-18%	-$143K	﹤0.01%	1225
2024 Q1	$825K	Sell	7,802 -4,798	-38%	-$474K	0.01%	828
2023 Q4	$1.21M	Sell	12,600 -1,017	-7%	-$87.7K	0.01%	650
2023 Q3	$1.14M	Sell	13,617 -521	-4%	-$45.8K	0.01%	634
2023 Q2	$1.25M	Sell	14,138 -137	-1%	-$11.4K	0.01%	608
2023 Q1	$1.2M	Sell	14,275 -1,458	-9%	-$121K	0.01%	598
2022 Q4	$1.24M	Sell	15,733 -473	-3%	-$39.5K	0.02%	555
2022 Q3	$1.31M	Sell	16,206 -528	-3%	-$46.4K	0.02%	484
2022 Q2	$1.38M	Sell	16,734 -11,278	-40%	-$1.05M	0.02%	467
2022 Q1	$3.05M	Sell	28,012 -1,771	-6%	-$189K	0.04%	295
2021 Q4	$3.65M	Buy	29,783 +1,844	+7%	+$234K	0.06%	248
2021 Q3	$3.45M	Buy	27,939 +1,356	+5%	+$172K	0.06%	244
2021 Q2	$3.38M	Buy	26,583 +24,514	+1,185%	+$2.99M	0.06%	233
2021 Q1	$247K	Buy	2,069 +81	+4%	+$10.2K	0.01%	887
2020 Q4	$236K	Sell	1,988 -11,479	-85%	-$1.24M	0.01%	825
2020 Q3	$1.3M	Buy	+13,467	New	+$1.23M	0.02%	461

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

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

Avantax Advisory Services's FPX Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust US Equity Opportunities ETF (FPX) stake by 13% in Q2 2025, selling an estimated $41.9K and leaving 2,279 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Avantax Advisory Services first reported a position in FPX in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.65M in Q4 2021. 176 funds tracked by Wall St. Rank hold FPX as of Q2 2025.

Avantax Advisory Services held 2,279 shares of First Trust US Equity Opportunities ETF worth $330K as of Q2 2025.
Avantax Advisory Services sold 330 First Trust US Equity Opportunities ETF shares in Q2 2025, an estimated $41.9K.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1837 holding.
Avantax Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's First Trust US Equity Opportunities ETF position peaked at $3.65M in Q4 2021.
176 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.