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F.L. Putnam Investment Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

F.L. Putnam Investment Management’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
Q4 		– Sell
-2,033
Closed -$338K – 599
2025
Q3 		$338K Buy
2,033
+391
+24% +$59.5K 0.01% 484
2025
Q2 		$238K Buy
+1,642
New +$208K ﹤0.01% 534

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 $445B AUM 25.58% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

F.L. Putnam Investment Management's FPX Position: Q4 2025 in Review

F.L. Putnam Investment Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2025, closing a stake of 2,033 shares — an estimated $338K sold.

F.L. Putnam Investment Management first reported a position in FPX in Q2 2025 and held it in 2 quarters. The position peaked at $338K in Q3 2025. 203 funds tracked by Wall St. Rank hold FPX as of Q4 2025.

  • F.L. Putnam Investment Management reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 2,033 First Trust US Equity Opportunities ETF shares in Q4 2025, an estimated $338K.
  • F.L. Putnam Investment Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and held it in 2 quarters.
  • F.L. Putnam Investment Management's First Trust US Equity Opportunities ETF position peaked at $338K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.