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
2025 Q3	$307K	Buy
2025 Q2	$234K	Buy
2025 Q1	–	Sell
2024 Q4	$209K	Buy
2023 Q3	–	Sell
2023 Q2	$229K	Sell
2023 Q1	$217K	Hold
2022 Q4	$231K	Buy