DHJJ Financial Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

DHJJ Financial Advisors’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
2026 Q1	$953	Hold	6	–	–	﹤0.01%	824
2025 Q4	$982	Hold	6	–	–	﹤0.01%	787
2025 Q3	$997	Hold	6	–	–	﹤0.01%	760
2025 Q2	$870	Hold	6	–	–	﹤0.01%	752
2025 Q1	$671	Hold	6	–	–	﹤0.01%	726
2024 Q4	$718	Hold	6	–	–	﹤0.01%	685
2024 Q3	$662	Hold	6	–	–	﹤0.01%	676
2024 Q2	$597	Hold	6	–	–	﹤0.01%	637
2024 Q1	$635	Hold	6	–	–	﹤0.01%	619
2023 Q4	$576	Hold	6	–	–	﹤0.01%	611
2023 Q3	$504	Buy	+6	New	+$527	﹤0.01%	617

Other funds holding FPX

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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