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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.3M Buy
98,905
+263
+0.3% +$38.1K 0.14% 177
2025
Q1 		$11M Buy
98,642
+19,502
+25% +$2.18M 0.13% 183
2024
Q4 		$9.46M Buy
79,140
+350
+0.4% +$41.8K 0.13% 206
2024
Q3 		$8.68M Buy
+78,790
New +$8.68M 0.12% 230