Impact Partnership Wealth’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Impact Partnership Wealth’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
2026 Q1	$2.16M	Buy	13,599 +3,917	+40%	+$644K	0.27%	49
2025 Q4	$1.58M	Buy	9,682 +732	+8%	+$120K	0.2%	57
2025 Q3	$1.49M	Buy	8,950 +1,920	+27%	+$292K	0.22%	50
2025 Q2	$1.02M	Sell	7,030 -4,119	-37%	-$523K	0.19%	49
2025 Q1	$1.25M	Buy	11,149 +2,399	+27%	+$298K	0.27%	40
2024 Q4	$1.05M	Buy	8,750 +2,574	+42%	+$308K	0.21%	54
2024 Q3	$681K	Buy	6,176 +1,440	+30%	+$146K	0.15%	78
2024 Q2	$470K	Buy	4,736 +149	+3%	+$15K	0.12%	111
2024 Q1	$485K	Buy	4,587 +87	+2%	+$8.6K	0.19%	77
2023 Q4	$432K	Sell	4,500 -11,398	-72%	-$983K	0.16%	94
2023 Q3	$1.34M	Buy	+15,898	New	+$1.4M	0.42%	29

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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