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Kapstone Financial Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Kapstone Financial Advisors’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 		$235K Hold
1,481
– – 0.12% 123
2025
Q4 		$242K Sell
1,481
-367
-20% -$60.3K 0.12% 102
2025
Q3 		$307K Buy
1,848
+232
+14% +$35.3K 0.14% 76
2025
Q2 		$234K Buy
+1,616
New +$205K 0.12% 98
2025
Q1 		– Sell
-1,616
Closed -$209K – 115
2024
Q4 		$209K Buy
+1,616
New +$194K 0.11% 100
2023
Q3 		– Sell
-2,440
Closed -$229K – 93
2023
Q2 		$229K Sell
2,440
-187
-7% -$15.5K 0.19% 86
2023
Q1 		$217K Hold
2,627
– – 0.2% 83
2022
Q4 		$231K Buy
+2,627
New +$220K 0.21% 86

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