KDA
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Kraft Davis & Associates’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Kraft Davis & 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 		$858K Sell
4,501
-8
-0.2% -$1.48K 0.18% 60
2026
Q1 		$814K Sell
4,509
-149
-3% -$24.5K 0.17% 61
2025
Q4 		$790K Sell
4,658
-1,216
-21% -$200K 0.18% 63
2025
Q3 		$969K Sell
5,874
-59
-1% -$8.98K 0.24% 62
2025
Q2 		$893K Sell
5,933
-584
-9% -$74.1K 0.24% 62
2025
Q1 		$703K Sell
6,517
-349
-5% -$43.4K 0.23% 58
2024
Q4 		$929K Sell
6,866
-314
-4% -$37.6K 0.27% 54
2024
Q3 		$806K Sell
7,180
-2,795
-28% -$284K 0.24% 58
2024
Q2 		$994K Sell
9,975
-2,736
-22% -$276K 0.3% 55
2024
Q1 		$1.31M Sell
12,711
-814
-6% -$80.4K 0.39% 52
2023
Q4 		$1.28M Sell
13,525
-4,548
-25% -$392K 0.38% 47
2023
Q3 		$1.46M Sell
18,073
-2,637
-13% -$232K 0.55% 35
2023
Q2 		$1.81M Buy
+20,710
New +$1.72M 0.63% 32
2022
Q4 		$3.19M Buy
+36,862
New +$3.08M 1.26% 25

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
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
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return