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EverSource Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

EverSource Wealth 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
2025
Q1 		– Sell
-3,268
Closed -$391K – 4087
2024
Q4 		$391K Buy
+3,268
New +$391K 0.02% 432

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

EverSource Wealth Advisors's FPX Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2025, closing a stake of 3,268 shares — an estimated $391K sold.

EverSource Wealth Advisors first reported a position in FPX in Q4 2024 and held it in 1 quarter. The position peaked at $391K in Q4 2024. 163 funds tracked by Wall St. Rank hold FPX as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3,268 First Trust US Equity Opportunities ETF shares in Q1 2025, an estimated $391K.
  • EverSource Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $391K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.