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NBC Securities’s First Trust US Equity Opportunities ETF FPX Stock Holding History

NBC Securities’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 		$191K Hold
1,205
– – 0.01% 848
2025
Q4 		$197K Buy
1,205
+2
+0.2% +$328 0.01% 847
2025
Q3 		$200K Sell
1,203
-2,062
-63% -$314K 0.02% 842
2025
Q2 		$473K Buy
3,265
+2,066
+172% +$262K 0.04% 512
2025
Q1 		$134K Buy
1,199
+1,198
+119,800% +$149K 0.01% 896
2024
Q4 		$143 Sell
1
-1,197
-100% -$143K 0.01% 852
2024
Q3 		$132K Hold
1,198
– – 0.01% 906
2024
Q2 		$119K Sell
1,198
-191
-14% -$19.3K 0.01% 901
2024
Q1 		$147K Buy
1,389
+10
+0.7% +$988 0.01% 844
2023
Q4 		$132K Sell
1,379
-63
-4% -$5.43K 0.01% 863
2023
Q3 		$121K Buy
+1,442
New +$127K 0.01% 866

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