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Diversify Advisory Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Diversify Advisory Services’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
-3,228
Closed -$283K – 840
2025
Q1 		$283K Buy
+3,228
New +$402K 0.02% 511

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Diversify Advisory Services's FPX Position: Q2 2025 in Review

Diversify Advisory Services sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2025, closing a stake of 3,228 shares — an estimated $283K sold.

Diversify Advisory Services first reported a position in FPX in Q1 2025 and held it in 1 quarter. The position peaked at $283K in Q1 2025. 176 funds tracked by Wall St. Rank hold FPX as of Q2 2025.

  • Diversify Advisory Services reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 3,228 First Trust US Equity Opportunities ETF shares in Q2 2025, an estimated $283K.
  • Diversify Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and held it in 1 quarter.
  • Diversify Advisory Services's First Trust US Equity Opportunities ETF position peaked at $283K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2025.

Based on Diversify Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.