ORG Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

ORG Partners’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
2025 Q1	–	Sell	-29	Closed	-$3.52K	–	1472
2024 Q4	$3.52K	Hold	29	–	–	﹤0.01%	1040
2024 Q3	$3.24K	Hold	29	–	–	﹤0.01%	920
2024 Q2	$2.92K	Buy	+29	New	+$2.92K	﹤0.01%	1468
2024 Q1	–	Sell	-29	Closed	-$2.82K	–	727
2023 Q4	$2.82K	Buy	+29	New	+$2.5K	﹤0.01%	920
2023 Q3	–	Sell	-29	Closed	-$2.6K	–	1451
2023 Q2	$2.6K	Buy	+29	New	+$2.41K	﹤0.01%	1180

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

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

ORG Partners's FPX Position: Q1 2025 in Review

ORG Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2025, closing a stake of 29 shares — an estimated $3.52K sold.

ORG Partners first reported a position in FPX in Q2 2023 and held it in 5 quarters. The position peaked at $3.52K in Q4 2024. 163 funds tracked by Wall St. Rank hold FPX as of Q1 2025.

ORG Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 29 First Trust US Equity Opportunities ETF shares in Q1 2025, an estimated $3.52K.
ORG Partners first reported a position in First Trust US Equity Opportunities ETF in Q2 2023 and held it in 5 quarters.
ORG Partners's First Trust US Equity Opportunities ETF position peaked at $3.52K in Q4 2024.
163 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.