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Bernardo Wealth Planning’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Bernardo Wealth Planning’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 		– Sell
-59,009
Closed -$5.29M – 121
2025
Q1 		$5.29M Buy
+59,009
New +$7.34M 1.27% 21

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Bernardo Wealth Planning's FPX Position: Q2 2025 in Review

Bernardo Wealth Planning sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2025, closing a stake of 59,009 shares — an estimated $5.29M sold.

Bernardo Wealth Planning first reported a position in FPX in Q1 2025 and held it in 1 quarter. The position peaked at $5.29M in Q1 2025. 176 funds tracked by Wall St. Rank hold FPX as of Q2 2025.

  • Bernardo Wealth Planning reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • Bernardo Wealth Planning sold 59,009 First Trust US Equity Opportunities ETF shares in Q2 2025, an estimated $5.29M.
  • Bernardo Wealth Planning first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and held it in 1 quarter.
  • Bernardo Wealth Planning's First Trust US Equity Opportunities ETF position peaked at $5.29M in Q1 2025.
  • 176 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2025.

Based on Bernardo Wealth Planning's 13F filing for Q2 2025, filed 13 Aug 2025.