B. Riley Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

B. Riley Wealth Advisors’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 Q2	$338K	Hold	1,680	–	–	0.02%	580
2026 Q1	$256K	Sell	1,680 -250	-13%	-$41.1K	0.02%	631
2025 Q4	$316K	Hold	1,930	–	–	0.01%	695
2025 Q3	$321K	Hold	1,930	–	–	0.02%	699
2025 Q2	$280K	Buy	+1,930	New	+$245K	0.01%	743
2024 Q4	$375K	Sell	3,139 -192	-6%	-$23K	0.01%	785
2024 Q3	$365K	Sell	3,331 -113	-3%	-$11.5K	0.01%	865
2024 Q2	$342K	Sell	3,444 -1,453	-30%	-$147K	0.01%	963
2024 Q1	$411K	Buy	4,897 +1,000	+26%	+$98.8K	0.01%	895
2023 Q4	$374K	Sell	3,897 -1,000	-20%	-$86.2K	0.01%	958
2023 Q3	$411K	Sell	4,897 -120	-2%	-$10.5K	0.01%	895
2023 Q2	$442K	Buy	5,017 +250	+5%	+$20.7K	0.01%	913
2023 Q1	$401K	Sell	4,767 -39	-0.8%	-$3.23K	0.01%	916
2022 Q4	$378K	Sell	4,806 -239	-5%	-$20K	0.01%	916
2022 Q3	$409K	Sell	5,045 -600	-11%	-$52.7K	0.01%	847
2022 Q2	$464K	Sell	5,645 -3,033	-35%	-$282K	0.02%	688
2022 Q1	$947K	Sell	8,678 -475	-5%	-$50.7K	0.03%	514
2021 Q4	$1.12M	Sell	9,153 -475	-5%	-$60.2K	0.03%	493
2021 Q3	$1.19M	Buy	9,628 +115	+1%	+$14.6K	0.04%	464
2021 Q2	$1.21M	Sell	9,513 -1,294	-12%	-$158K	0.04%	458
2021 Q1	$1.29M	Buy	10,807 +6,236	+136%	+$784K	0.05%	417
2020 Q4	$541K	Sell	4,571 -377	-8%	-$40.8K	0.03%	516
2020 Q3	$474K	Sell	4,948 -223	-4%	-$20.3K	0.03%	549
2020 Q2	$434K	Sell	5,171 -699	-12%	-$52.8K	0.03%	502
2020 Q1	$370K	Sell	5,870 -671	-10%	-$51.8K	0.03%	482
2019 Q4	$526K	Buy	+6,541	New	+$508K	0.04%	419
2018 Q4	–	Sell	-3,013	Closed	-$224K	–	690
2018 Q3	$224K	Buy	3,013 +15	+0.5%	+$1.11K	0.03%	608
2018 Q2	$215K	Sell	2,998 -248	-8%	-$17.5K	0.03%	589
2018 Q1	$223K	Buy	+3,246	New	+$230K	0.03%	549
2016 Q4	–	Sell	-11,891	Closed	-$646K	–	566
2016 Q3	$646K	Sell	11,891 -454	-4%	-$24.2K	0.13%	200
2016 Q2	$624K	Buy	12,345 +1,156	+10%	+$58.5K	0.12%	208
2016 Q1	$560K	Sell	11,189 -1,000	-8%	-$47.2K	0.13%	197
2015 Q4	$624K	Sell	12,189 -4,165	-25%	-$215K	0.13%	198
2015 Q3	$797K	Sell	16,354 -1,236	-7%	-$66K	0.19%	139
2015 Q2	$960K	Buy	17,590 +3,507	+25%	+$191K	0.24%	110
2015 Q1	$758K	Sell	14,083 -2,306	-14%	-$119K	0.18%	148
2014 Q4	$2.9K	Buy	16,389 +6,365	+63%	+$310K	0.06%	404
2014 Q3	$482K	Sell	10,024 -10,523	-51%	-$509K	0.13%	213
2014 Q2	$513K	Buy	20,547 +10,967	+114%	+$505K	0.12%	195
2014 Q1	$440K	Buy	+9,580	New	+$442K	0.13%	173