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

Cloud 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
-330
Closed -$54K – 630
2025
Q3 		$54K Buy
+330
New +$50.2K 0.03% 185

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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cloud Capital Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2025, closing a stake of 330 shares — an estimated $54K sold.

Cloud Capital Management first reported a position in FPX in Q3 2025 and held it in 1 quarter. The position peaked at $54K in Q3 2025. 203 funds tracked by Wall St. Rank hold FPX as of Q4 2025.

  • Cloud Capital Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 330 First Trust US Equity Opportunities ETF shares in Q4 2025, an estimated $54K.
  • Cloud Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2025 and held it in 1 quarter.
  • Cloud Capital Management's First Trust US Equity Opportunities ETF position peaked at $54K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.