Independent Financial Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Independent Financial Group’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
2023 Q1	–	Sell	-3,800	Closed	-$299K	–	850
2022 Q4	$299K	Sell	3,800 -16	-0.4%	-$1.34K	0.03%	552
2022 Q3	$309K	Sell	3,816 -460	-11%	-$40.4K	0.03%	531
2022 Q2	$351K	Buy	4,276 +218	+5%	+$20.3K	0.04%	454
2022 Q1	$443K	Sell	4,058 -800	-16%	-$85.3K	0.04%	462
2021 Q4	$595K	Hold	4,858	–	–	0.05%	380
2021 Q3	$599K	Sell	4,858 -15	-0.3%	-$1.91K	0.06%	318
2021 Q2	$621K	Sell	4,873 -19	-0.4%	-$2.32K	0.07%	313
2021 Q1	$583K	Sell	4,892 -455	-9%	-$57.2K	0.08%	295
2020 Q4	$633K	Buy	5,347 +229	+4%	+$24.8K	0.09%	251
2020 Q3	$495K	Buy	5,118 +339	+7%	+$30.9K	0.09%	237
2020 Q2	$400K	Buy	4,779 +791	+20%	+$59.7K	0.09%	259
2020 Q1	$251K	Buy	+3,988	New	+$308K	0.07%	279

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Financial Group's FPX Position: Q1 2023 in Review

Independent Financial Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2023, closing a stake of 3,800 shares — an estimated $299K sold.

Independent Financial Group first reported a position in FPX in Q1 2020 and held it in 12 quarters. The position peaked at $633K in Q4 2020. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2023.

Independent Financial Group reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Independent Financial Group sold 3,800 First Trust US Equity Opportunities ETF shares in Q1 2023, an estimated $299K.
Independent Financial Group first reported a position in First Trust US Equity Opportunities ETF in Q1 2020 and held it in 12 quarters.
Independent Financial Group's First Trust US Equity Opportunities ETF position peaked at $633K in Q4 2020.
162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.