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

First Horizon 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 Q2	$43.5K	Buy	+300	New	+$38.1K	﹤0.01%	1082
2020 Q2	–	Sell	-233	Closed	-$14K	–	1410
2020 Q1	$14K	Buy	233 +132	+131%	+$10.2K	﹤0.01%	852
2019 Q4	$8K	Hold	101	–	–	﹤0.01%	1126
2019 Q3	$7K	Hold	101	–	–	﹤0.01%	1158
2019 Q2	$7K	Buy	101 +1	+1%	+$76	﹤0.01%	1189
2019 Q1	$7K	Sell	100 -52	-34%	-$3.66K	﹤0.01%	1151
2018 Q4	$9K	Buy	152 +16	+12%	+$1.07K	﹤0.01%	1048
2018 Q3	$10K	Hold	136	–	–	﹤0.01%	1101
2018 Q2	$9K	Buy	136 +51	+60%	+$3.61K	﹤0.01%	1150
2018 Q1	$5K	Hold	85	–	–	﹤0.01%	1202
2017 Q4	$5K	Buy	+85	New	+$5.64K	﹤0.01%	1211

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

First Horizon Advisors's FPX Position: Q2 2025 in Review

First Horizon Advisors opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2025: 300 shares worth $43.5K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings. This is a return to the name: First Horizon Advisors previously reported a position in FPX as recently as Q1 2020.

First Horizon Advisors first reported a position in FPX in Q4 2017 and has held it in 11 quarters since. 176 funds tracked by Wall St. Rank hold FPX as of Q2 2025.

First Horizon Advisors held 300 shares of First Trust US Equity Opportunities ETF worth $43.5K as of Q2 2025.
First Trust US Equity Opportunities ETF was a new First Horizon Advisors position in Q2 2025.
First Trust US Equity Opportunities ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1082 holding.
First Horizon Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and has held it in 11 quarters since.
176 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.