FSA Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

FSA Wealth 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 Q1	–	Sell	-51	Closed	-$6.09K	–	517
2024 Q4	$6.09K	Hold	51	–	–	﹤0.01%	368
2024 Q3	$5.62K	Buy	+51	New	+$5.18K	﹤0.01%	387
2024 Q1	$5.4K	Hold	51	–	–	﹤0.01%	436
2023 Q4	$5K	Buy	+51	New	+$4.4K	﹤0.01%	421
2020 Q3	–	Sell	-51	Closed	-$4K	–	162
2020 Q2	$4K	Hold	51	–	–	﹤0.01%	337
2020 Q1	$3K	Hold	51	–	–	﹤0.01%	338
2019 Q4	$4K	Buy	+51	New	+$3.96K	﹤0.01%	411

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FSA Wealth Management's FPX Position: Q1 2025 in Review

FSA Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2025, closing a stake of 51 shares — an estimated $6.09K sold.

FSA Wealth Management first reported a position in FPX in Q4 2019 and held it in 7 quarters. The position peaked at $6.09K in Q4 2024. 163 funds tracked by Wall St. Rank hold FPX as of Q1 2025.

FSA Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2025 after selling out during the quarter.
FSA Wealth Management sold 51 First Trust US Equity Opportunities ETF shares in Q1 2025, an estimated $6.09K.
FSA Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and held it in 7 quarters.
FSA Wealth Management's First Trust US Equity Opportunities ETF position peaked at $6.09K in Q4 2024.
163 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2025.

Based on FSA Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.