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Global Wealth Strategies & Associates’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Global Wealth Strategies & Associates’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
-1
Closed -$166 – 564
2025
Q3 		$166 Hold
1
– – ﹤0.01% 465
2025
Q2 		$145 Hold
1
– – ﹤0.01% 363
2025
Q1 		$112 Buy
+1
New +$124 ﹤0.01% 460

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Wealth Strategies & Associates's FPX Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2025, closing a stake of 1 share — an estimated $166 sold.

Global Wealth Strategies & Associates first reported a position in FPX in Q1 2025 and held it in 3 quarters. The position peaked at $166 in Q3 2025. 203 funds tracked by Wall St. Rank hold FPX as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 First Trust US Equity Opportunities ETF share in Q4 2025, an estimated $166.
  • Global Wealth Strategies & Associates first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's First Trust US Equity Opportunities ETF position peaked at $166 in Q3 2025.
  • 203 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.