Global Retirement Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Global Retirement Partners’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	$37.6K	Hold	230	–	–	﹤0.01%	2519
2025 Q3	$38.2K	Hold	230	–	–	﹤0.01%	2054
2025 Q2	$33.3K	Buy	+230	New	+$29.2K	﹤0.01%	1999
2024 Q4	$60.6K	Buy	507 +30	+6%	+$3.59K	﹤0.01%	1529
2024 Q3	$52.6K	Hold	477	–	–	﹤0.01%	1529
2024 Q2	$47.4K	Hold	477	–	–	﹤0.01%	1565
2024 Q1	$50.5K	Buy	477 +59	+14%	+$5.83K	﹤0.01%	1406
2023 Q4	$38.6K	Hold	418	–	–	﹤0.01%	1481
2023 Q3	$34.2K	Hold	418	–	–	﹤0.01%	1435
2023 Q2	$36.9K	Hold	418	–	–	﹤0.01%	1418
2023 Q1	$33.4K	Hold	418	–	–	﹤0.01%	1412
2022 Q4	$32.9K	Hold	418	–	–	﹤0.01%	1264
2022 Q3	$36K	Buy	418 +70	+20%	+$6.15K	﹤0.01%	1144
2022 Q2	$29K	Hold	348	–	–	﹤0.01%	1204
2022 Q1	$30K	Buy	+348	New	+$37.1K	﹤0.01%	1193
2021 Q4	–	Sell	-348	Closed	-$43K	–	784
2021 Q3	$43K	Hold	348	–	–	﹤0.01%	904
2021 Q2	$44K	Hold	348	–	–	﹤0.01%	904
2021 Q1	$41K	Hold	348	–	–	﹤0.01%	855
2020 Q4	$41K	Buy	348 +40	+13%	+$4.33K	0.01%	795
2020 Q3	$30K	Buy	+308	New	+$28.1K	﹤0.01%	785
2019 Q2	–	Sell	-666	Closed	-$50K	–	1632
2019 Q1	$50K	Hold	666	–	–	0.01%	544
2018 Q4	$41K	Hold	666	–	–	0.01%	544
2018 Q3	$49K	Hold	666	–	–	0.01%	573
2018 Q2	$48K	Hold	666	–	–	0.01%	551
2018 Q1	$46K	Hold	666	–	–	0.01%	545
2017 Q4	$45K	Hold	666	–	–	0.01%	518
2017 Q3	$43K	Buy	666 +1	+0.2%	+$61	0.02%	465
2017 Q2	$40K	Buy	665 +1	+0.2%	+$59	0.02%	456
2017 Q1	$38K	Buy	664 +2	+0.3%	+$113	0.02%	420
2016 Q4	$36K	Buy	+662	New	+$35.4K	0.02%	398

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's FPX Position: Q4 2025 in Review

Global Retirement Partners held its First Trust US Equity Opportunities ETF (FPX) position steady in Q4 2025 at 230 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Global Retirement Partners first reported a position in FPX in Q4 2016 and has held it in 30 quarters since. The position peaked at $60.6K in Q4 2024. 203 funds tracked by Wall St. Rank hold FPX as of Q4 2025.

Global Retirement Partners held 230 shares of First Trust US Equity Opportunities ETF worth $37.6K as of Q4 2025.
Global Retirement Partners left its First Trust US Equity Opportunities ETF share count unchanged in Q4 2025.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2519 holding.
Global Retirement Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2016 and has held it in 30 quarters since.
Global Retirement Partners's First Trust US Equity Opportunities ETF position peaked at $60.6K in Q4 2024.
203 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.