BHWM
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Beaird Harris Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Beaird Harris 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
2026
Q2 		$56.5K Hold
274
– – ﹤0.01% 251
2026
Q1 		$43.5K Hold
274
– – ﹤0.01% 257
2025
Q4 		$44.8K Hold
274
– – ﹤0.01% 262
2025
Q3 		$45.5K Hold
274
– – ﹤0.01% 254
2025
Q2 		$39.7K Hold
274
– – ﹤0.01% 270
2025
Q1 		$30.6K Hold
274
– – ﹤0.01% 269
2024
Q4 		$32.7K Hold
274
– – ﹤0.01% 271
2024
Q3 		$30.2K Hold
274
– – ﹤0.01% 267
2024
Q2 		$27.2K Hold
274
– – ﹤0.01% 273
2024
Q1 		$29K Hold
274
– – ﹤0.01% 244
2023
Q4 		$26.3K Hold
274
– – ﹤0.01% 241
2023
Q3 		$23K Hold
274
– – ﹤0.01% 229
2023
Q2 		$24.2K Hold
274
– – ﹤0.01% 219
2023
Q1 		$23K Hold
274
– – ﹤0.01% 215
2022
Q4 		$21.6K Hold
274
– – ﹤0.01% 248
2022
Q3 		$22K Hold
274
– – ﹤0.01% 227
2022
Q2 		$23K Hold
274
– – 0.01% 193
2022
Q1 		$30K Hold
274
– – 0.01% 224
2021
Q4 		$34K Buy
+274
New +$34.7K 0.01% 276

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SL
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OPAM
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SEIA
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RFN
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IRC
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KDA
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EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return