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

Northwest 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
2024
Q4 		– Sell
-476
Closed -$52.5K – 252
2024
Q3 		$52.5K Buy
+476
New +$48.4K 0.04% 217
2024
Q1 		– Sell
-476
Closed -$45.7K – 232
2023
Q4 		$45.7K Buy
+476
New +$41K 0.04% 217

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Northwest Financial Advisors's FPX Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2024, closing a stake of 476 shares — an estimated $52.5K sold.

Northwest Financial Advisors first reported a position in FPX in Q4 2023 and held it in 2 quarters. The position peaked at $52.5K in Q3 2024. 186 funds tracked by Wall St. Rank hold FPX as of Q4 2024.

  • Northwest Financial Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 476 First Trust US Equity Opportunities ETF shares in Q4 2024, an estimated $52.5K.
  • Northwest Financial Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's First Trust US Equity Opportunities ETF position peaked at $52.5K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.