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

FIG Financial 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 Q4	–	Sell	-10,042	Closed	-$1.67M	–	69
2025 Q3	$1.67M	Buy	+10,042	New	+$1.53M	1.05%	18

Other funds holding FPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FIG Financial Advisory Services's FPX Position: Q4 2025 in Review

FIG Financial Advisory Services sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2025, closing a stake of 10,042 shares — an estimated $1.67M sold.

FIG Financial Advisory Services first reported a position in FPX in Q3 2025 and held it in 1 quarter. The position peaked at $1.67M in Q3 2025. 203 funds tracked by Wall St. Rank hold FPX as of Q4 2025.

FIG Financial Advisory Services reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 10,042 First Trust US Equity Opportunities ETF shares in Q4 2025, an estimated $1.67M.
FIG Financial Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q3 2025 and held it in 1 quarter.
FIG Financial Advisory Services's First Trust US Equity Opportunities ETF position peaked at $1.67M in Q3 2025.
203 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2025.

Based on FIG Financial Advisory Services's 13F filing for Q4 2025, filed 10 Aug 2026.