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Insigneo Advisory Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Insigneo Advisory Services’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 		$469K Sell
2,956
-265
-8% -$43.6K 0.03% 395
2025
Q4 		$527K Buy
3,221
+1,644
+104% +$270K 0.04% 357
2025
Q3 		$262K Hold
1,577
– – 0.02% 548
2025
Q2 		$229K Buy
+1,577
New +$200K 0.02% 533
2025
Q1 		– Sell
-1,813
Closed -$217K – 659
2024
Q4 		$217K Sell
1,813
-3,610
-67% -$432K 0.02% 509
2024
Q3 		$598K Sell
5,423
-1,113
-17% -$113K 0.06% 276
2024
Q2 		$603K Sell
6,536
-1,303
-17% -$131K 0.07% 253
2024
Q1 		$829K Sell
7,839
-1,600
-17% -$158K 0.1% 186
2023
Q4 		$905K Sell
9,439
-264
-3% -$22.8K 0.13% 155
2023
Q3 		$815K Sell
9,703
-58
-0.6% -$5.1K 0.17% 127
2023
Q2 		$861K Buy
9,761
+4,976
+104% +$413K 0.17% 127
2023
Q1 		$402K Sell
4,785
-266
-5% -$22K 0.13% 171
2022
Q4 		$397K Buy
+5,051
New +$422K 0.15% 151

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
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