Householder Group Estate & Retirement Specialist’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Householder Group Estate & Retirement Specialist’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	$789K	Buy	6,603 +96	+1%	+$11.5K	0.59%	31
2024 Q3	$717K	Sell	6,507 -1,951	-23%	-$198K	0.21%	100
2024 Q2	$840K	Sell	8,458 -1,154	-12%	-$116K	0.24%	96
2024 Q1	$1.02M	Sell	9,612 -345	-3%	-$34.1K	0.3%	73
2023 Q4	$954K	Sell	9,957 -1,109	-10%	-$95.6K	0.31%	66
2023 Q3	$929K	Buy	+11,066	New	+$973K	0.34%	63
2023 Q1	$938K	Buy	+11,162	New	+$925K	0.36%	62
2022 Q4	–	Sell	-11,633	Closed	-$942K	–	582
2022 Q3	$942K	Sell	11,633 -186	-2%	-$16.3K	0.39%	57
2022 Q2	$971K	Sell	11,819 -53	-0.4%	-$4.94K	0.43%	53
2022 Q1	$1.29M	Buy	11,872 +947	+9%	+$101K	0.52%	49
2021 Q4	$1.34M	Buy	+10,925	New	+$1.38M	0.5%	53

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 $79.5B AUM 27.1% 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 $206M AUM 18.25% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FPX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust US Equity Opportunities ETF (FPX) stake by 1.5% in Q4 2024, buying an estimated $11.5K and bringing the position to 6,603 shares worth $789K. The position accounts for 0.59% of the portfolio, ranked #31.

Householder Group Estate & Retirement Specialist first reported a position in FPX in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2021. 186 funds tracked by Wall St. Rank hold FPX as of Q4 2024.

Householder Group Estate & Retirement Specialist held 6,603 shares of First Trust US Equity Opportunities ETF worth $789K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 96 First Trust US Equity Opportunities ETF shares in Q4 2024, an estimated $11.5K.
First Trust US Equity Opportunities ETF made up 0.59% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #31 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's First Trust US Equity Opportunities ETF position peaked at $1.34M in Q4 2021.
186 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.