Brookstone Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Brookstone Capital 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
2025 Q4	–	Sell	-5,973	Closed	-$992K	–	1192
2025 Q3	$992K	Buy	+5,973	New	+$909K	0.01%	610
2015 Q4	–	Sell	-584	Closed	-$28K	–	409
2015 Q3	$28K	Sell	584 -275	-32%	-$14.7K	0.01%	614
2015 Q2	$47K	Buy	+859	New	+$46.9K	0.01%	508

Other funds holding FPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brookstone Capital Management's FPX Position: Q4 2025 in Review

Brookstone Capital Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2025, closing a stake of 5,973 shares — an estimated $992K sold.

Brookstone Capital Management first reported a position in FPX in Q2 2015 and held it in 3 quarters. The position peaked at $992K in Q3 2025. 203 funds tracked by Wall St. Rank hold FPX as of Q4 2025.

Brookstone Capital Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2025 after selling out during the quarter.
Brookstone Capital Management sold 5,973 First Trust US Equity Opportunities ETF shares in Q4 2025, an estimated $992K.
Brookstone Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2015 and held it in 3 quarters.
Brookstone Capital Management's First Trust US Equity Opportunities ETF position peaked at $992K in Q3 2025.
203 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.