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
2025 Q1	$11M	Buy
2024 Q4	$9.46M	Buy
2024 Q3	$8.68M	Buy