KA
FPX icon

Kozak & Associates’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Kozak & Associates’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
Q2 		$12.5K Sell
62
-1
-2% -$185 ﹤0.01% 249
2026
Q1 		$11K Hold
63
– – ﹤0.01% 259
2025
Q4 		$10.6K Hold
63
– – ﹤0.01% 251
2025
Q3 		$9.77K Hold
63
– – ﹤0.01% 254
2025
Q2 		$9.06K Hold
63
– – ﹤0.01% 254
2025
Q1 		$6.84K Hold
63
– – ﹤0.01% 253
2024
Q4 		$7.83K Hold
63
– – ﹤0.01% 259
2024
Q3 		$7.18K Hold
63
– – ﹤0.01% 255
2024
Q2 		$6.27K Hold
63
– – ﹤0.01% 254
2024
Q1 		$6.51K Hold
63
– – ﹤0.01% 261
2023
Q4 		$5.8K Sell
63
-4
-6% -$345 ﹤0.01% 264
2023
Q3 		$5.52K Hold
67
– – ﹤0.01% 274
2023
Q2 		$5.9K Hold
67
– – ﹤0.01% 266
2023
Q1 		$5.59K Buy
67
+1
+2% +$83 ﹤0.01% 264
2022
Q4 		$5K Hold
66
– – ﹤0.01% 265
2022
Q3 		$5K Hold
66
– – ﹤0.01% 261
2022
Q2 		$5K Hold
66
– – ﹤0.01% 284
2022
Q1 		$7K Hold
66
– – ﹤0.01% 288
2021
Q4 		$7K Hold
66
– – ﹤0.01% 288
2021
Q3 		$9K Buy
+66
New +$8.39K 0.01% 249

Other funds holding FPX

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return