Hibernia Wealth Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Hibernia Wealth 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
2024 Q4	–	Sell	-4,547	Closed	-$501K	–	80
2024 Q3	$501K	Buy	+4,547	New	+$462K	0.15%	62
2024 Q2	–	Sell	-6,047	Closed	-$640K	–	99
2024 Q1	$640K	Sell	6,047 -108	-2%	-$10.7K	0.43%	31
2023 Q4	$590K	Sell	6,155 -3,778	-38%	-$326K	0.44%	30
2023 Q3	$834K	Buy	+9,933	New	+$873K	0.65%	22

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Hibernia Wealth Partners's FPX Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2024, closing a stake of 4,547 shares — an estimated $501K sold.

Hibernia Wealth Partners first reported a position in FPX in Q3 2023 and held it in 4 quarters. The position peaked at $834K in Q3 2023. 186 funds tracked by Wall St. Rank hold FPX as of Q4 2024.

Hibernia Wealth Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2024 after selling out during the quarter.
Hibernia Wealth Partners sold 4,547 First Trust US Equity Opportunities ETF shares in Q4 2024, an estimated $501K.
Hibernia Wealth Partners first reported a position in First Trust US Equity Opportunities ETF in Q3 2023 and held it in 4 quarters.
Hibernia Wealth Partners's First Trust US Equity Opportunities ETF position peaked at $834K in Q3 2023.
186 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.