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Grove Bank & Trust’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Grove Bank & Trust’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
-200
Closed -$23.9K – 854
2024
Q4 		$23.9K Buy
+200
New +$24K ﹤0.01% 445

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
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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
Envestnet Asset Management
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

Grove Bank & Trust's FPX Position: Q1 2025 in Review

Grove Bank & Trust sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2025, closing a stake of 200 shares — an estimated $23.9K sold.

Grove Bank & Trust first reported a position in FPX in Q4 2024 and held it in 1 quarter. The position peaked at $23.9K in Q4 2024. 163 funds tracked by Wall St. Rank hold FPX as of Q1 2025.

  • Grove Bank & Trust reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Grove Bank & Trust sold 200 First Trust US Equity Opportunities ETF shares in Q1 2025, an estimated $23.9K.
  • Grove Bank & Trust first reported a position in First Trust US Equity Opportunities ETF in Q4 2024 and held it in 1 quarter.
  • Grove Bank & Trust's First Trust US Equity Opportunities ETF position peaked at $23.9K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2025.

Based on Grove Bank & Trust's 13F filing for Q1 2025, filed 17 Apr 2025.