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Eclectic Associates’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Eclectic Associates’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
Q2 		$708K Sell
3,439
-171
-5% -$31.7K 0.08% 94
2026
Q1 		$572K Sell
3,610
-2,397
-40% -$394K 0.08% 98
2025
Q4 		$983K Sell
6,007
-1,482
-20% -$243K 0.15% 74
2025
Q3 		$1.24M Sell
7,489
-3,488
-32% -$531K 0.23% 61
2025
Q2 		$1.59M Sell
10,977
-1,710
-13% -$217K 0.35% 53
2025
Q1 		$1.42M Buy
12,687
+5,608
+79% +$698K 0.38% 56
2024
Q4 		$846K Buy
7,079
+3,457
+95% +$414K 0.25% 71
2024
Q3 		$399K Buy
+3,622
New +$368K 0.16% 73

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SEIA
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CIA
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PFS
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RFN
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IRC
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KDA
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RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return