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Core Wealth Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Core Wealth Partners’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 		– Sell
-4,140
Closed -$394K – 179
2025
Q1 		$394K Buy
+4,140
New +$515K 0.23% 99

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Core Wealth Partners's FPX Position: Q2 2025 in Review

Core Wealth Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2025, closing a stake of 4,140 shares — an estimated $394K sold.

Core Wealth Partners first reported a position in FPX in Q1 2025 and held it in 1 quarter. The position peaked at $394K in Q1 2025. 176 funds tracked by Wall St. Rank hold FPX as of Q2 2025.

  • Core Wealth Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • Core Wealth Partners sold 4,140 First Trust US Equity Opportunities ETF shares in Q2 2025, an estimated $394K.
  • Core Wealth Partners first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and held it in 1 quarter.
  • Core Wealth Partners's First Trust US Equity Opportunities ETF position peaked at $394K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2025.

Based on Core Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.