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Hershey Financial Advisers’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Hershey Financial Advisers’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
Q3 		– Sell
-3,082
Closed -$447K – 81
2025
Q2 		$447K Buy
+3,082
New +$391K 0.4% 62

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
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
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Hershey Financial Advisers's FPX Position: Q3 2025 in Review

Hershey Financial Advisers sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2025, closing a stake of 3,082 shares — an estimated $447K sold.

Hershey Financial Advisers first reported a position in FPX in Q2 2025 and held it in 1 quarter. The position peaked at $447K in Q2 2025. 199 funds tracked by Wall St. Rank hold FPX as of Q3 2025.

  • Hershey Financial Advisers reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 3,082 First Trust US Equity Opportunities ETF shares in Q3 2025, an estimated $447K.
  • Hershey Financial Advisers first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and held it in 1 quarter.
  • Hershey Financial Advisers's First Trust US Equity Opportunities ETF position peaked at $447K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2025.

Based on Hershey Financial Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.