Old Mission Capital’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Old Mission Capital’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	-5,377	Closed	-$592K	–	1016
2024 Q3	$592K	Buy	5,377 +947	+21%	+$96.3K	0.01%	678
2024 Q2	$440K	Buy	+4,430	New	+$447K	0.01%	784
2022 Q3	–	Sell	-38,240	Closed	-$3.14M	–	1084
2022 Q2	$3.14M	Buy	38,240 +34,432	+904%	+$3.21M	0.09%	216
2022 Q1	$415K	Buy	+3,808	New	+$406K	0.01%	779

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 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

Old Mission Capital's FPX Position: Q4 2024 in Review

Old Mission Capital sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2024, closing a stake of 5,377 shares — an estimated $592K sold.

Old Mission Capital first reported a position in FPX in Q1 2022 and held it in 4 quarters. The position peaked at $3.14M in Q2 2022. 186 funds tracked by Wall St. Rank hold FPX as of Q4 2024.

Old Mission Capital reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2024 after selling out during the quarter.
Old Mission Capital sold 5,377 First Trust US Equity Opportunities ETF shares in Q4 2024, an estimated $592K.
Old Mission Capital first reported a position in First Trust US Equity Opportunities ETF in Q1 2022 and held it in 4 quarters.
Old Mission Capital's First Trust US Equity Opportunities ETF position peaked at $3.14M in Q2 2022.
186 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.