Pinnacle Family Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Pinnacle Family 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
2025 Q1	–	Sell	-3,823	Closed	-$457K	–	110
2024 Q4	$457K	Buy	+3,823	New	+$458K	0.22%	73
2024 Q2	–	Sell	-6,836	Closed	-$723K	–	114
2024 Q1	$723K	Buy	+6,836	New	+$676K	0.39%	42
2022 Q1	–	Sell	-1,879	Closed	-$230K	–	118
2021 Q4	$230K	Buy	1,879 +129	+7%	+$16.4K	0.1%	96
2021 Q3	$216K	Hold	1,750	–	–	0.1%	136
2021 Q2	$223K	Hold	1,750	–	–	0.1%	120
2021 Q1	$209K	Hold	1,750	–	–	0.11%	115
2020 Q4	$207K	Buy	+1,750	New	+$190K	0.13%	120
2019 Q4	–	Sell	-3,255	Closed	-$247K	–	78
2019 Q3	$247K	Sell	3,255 -2,475	-43%	-$195K	0.22%	68
2019 Q2	$446K	Buy	5,730 +2,483	+76%	+$189K	0.37%	48
2019 Q1	$243K	Buy	3,247 +1	+0%	+$70	0.22%	66
2018 Q4	$201K	Buy	+3,246	New	+$217K	0.14%	60

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

Pinnacle Family Advisors's FPX Position: Q1 2025 in Review

Pinnacle Family Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2025, closing a stake of 3,823 shares — an estimated $457K sold.

Pinnacle Family Advisors first reported a position in FPX in Q4 2018 and held it in 11 quarters. The position peaked at $723K in Q1 2024. 163 funds tracked by Wall St. Rank hold FPX as of Q1 2025.

Pinnacle Family Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Pinnacle Family Advisors sold 3,823 First Trust US Equity Opportunities ETF shares in Q1 2025, an estimated $457K.
Pinnacle Family Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and held it in 11 quarters.
Pinnacle Family Advisors's First Trust US Equity Opportunities ETF position peaked at $723K in Q1 2024.
163 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2025.

Based on Pinnacle Family Advisors's 13F filing for Q1 2025, filed 15 May 2025.