Congress Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Congress 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
2025 Q2	$14.3M	Buy	98,905 +263	+0.3%	+$33.4K	0.14%	177
2025 Q1	$11M	Buy	98,642 +19,502	+25%	+$2.43M	0.13%	183
2024 Q4	$9.46M	Buy	79,140 +350	+0.4%	+$41.9K	0.13%	206
2024 Q3	$8.68M	Buy	+78,790	New	+$8.01M	0.12%	230

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Congress Wealth Management's FPX Position: Q2 2025 in Review

Congress Wealth Management increased its First Trust US Equity Opportunities ETF (FPX) stake by 0.27% in Q2 2025, buying an estimated $33.4K and bringing the position to 98,905 shares worth $14.3M. The position accounts for 0.14% of the portfolio, ranked #177.

Congress Wealth Management first reported a position in FPX in Q3 2024 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold FPX as of Q2 2025.

Congress Wealth Management held 98,905 shares of First Trust US Equity Opportunities ETF worth $14.3M as of Q2 2025.
Congress Wealth Management bought 263 First Trust US Equity Opportunities ETF shares in Q2 2025, an estimated $33.4K.
First Trust US Equity Opportunities ETF made up 0.14% of Congress Wealth Management's portfolio in Q2 2025, its #177 holding.
Congress Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2024 and has held it in 4 quarters since.
176 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.