Hexagon Capital Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Hexagon Capital 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 Q2	–	Sell	-314	Closed	-$35.1K	–	665
2025 Q1	$35.1K	Sell	314 -300	-49%	-$37.3K	0.01%	566
2024 Q4	$73.4K	Hold	614	–	–	0.01%	390
2024 Q3	$67.7K	Hold	614	–	–	0.01%	390
2024 Q2	$61K	Hold	614	–	–	0.01%	395
2024 Q1	$65K	Hold	614	–	–	0.01%	374
2023 Q4	$58.9K	Hold	614	–	–	0.01%	372
2023 Q3	$51.6K	Hold	614	–	–	0.01%	356
2023 Q2	$54.1K	Hold	614	–	–	0.01%	344
2023 Q1	$51.6K	Sell	614 -36	-6%	-$2.98K	0.01%	349
2022 Q4	$51.1K	Sell	650 -11	-2%	-$920	0.01%	357
2022 Q3	$54K	Hold	661	–	–	0.02%	360
2022 Q2	$54K	Buy	661 +447	+209%	+$41.6K	0.02%	354
2022 Q1	$23K	Hold	214	–	–	0.01%	492
2021 Q4	$26K	Hold	214	–	–	0.01%	463
2021 Q3	$26K	Hold	214	–	–	0.01%	446
2021 Q2	$27K	Hold	214	–	–	0.01%	407
2021 Q1	$25K	Hold	214	–	–	0.01%	393
2020 Q4	$25K	Hold	214	–	–	0.01%	356
2020 Q3	$20K	Buy	+214	New	+$19.5K	0.01%	349

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

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

CCP

Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Hexagon Capital Partners's FPX Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2025, closing a stake of 314 shares — an estimated $35.1K sold.

Hexagon Capital Partners first reported a position in FPX in Q3 2020 and held it in 19 quarters. The position peaked at $73.4K in Q4 2024. 176 funds tracked by Wall St. Rank hold FPX as of Q2 2025.

Hexagon Capital Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 314 First Trust US Equity Opportunities ETF shares in Q2 2025, an estimated $35.1K.
Hexagon Capital Partners first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's First Trust US Equity Opportunities ETF position peaked at $73.4K in Q4 2024.
176 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.