Focus Partners Wealth
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Focus Partners Wealth’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Focus Partners Wealth’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
Q1 		$1.03M Buy
6,492
+6
+0.1% +$987 ﹤0.01% 1609
2025
Q4 		$1.06M Buy
6,486
+481
+8% +$79K ﹤0.01% 1614
2025
Q3 		$991K Buy
6,005
+1,790
+42% +$272K ﹤0.01% 1290
2025
Q2 		$611K Buy
4,215
+200
+5% +$25.4K ﹤0.01% 1333
2025
Q1 		$449K Sell
4,015
-10
-0.2% -$1.24K ﹤0.01% 1390
2024
Q4 		$481K Sell
4,025
-475
-11% -$56.9K ﹤0.01% 1352
2024
Q3 		$496K Buy
4,500
+500
+13% +$50.8K ﹤0.01% 1155
2024
Q2 		$397K Buy
+4,000
New +$403K ﹤0.01% 999

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
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