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Richards, Merrill & Peterson’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-20
Closed -$2.23K – 300
2025
Q1 		$2.23K Buy
+20
New +$2.49K ﹤0.01% 468

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Richards, Merrill & Peterson's FPX Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2025, closing a stake of 20 shares — an estimated $2.23K sold.

Richards, Merrill & Peterson first reported a position in FPX in Q1 2025 and held it in 1 quarter. The position peaked at $2.23K in Q1 2025. 176 funds tracked by Wall St. Rank hold FPX as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 20 First Trust US Equity Opportunities ETF shares in Q2 2025, an estimated $2.23K.
  • Richards, Merrill & Peterson first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and held it in 1 quarter.
  • Richards, Merrill & Peterson's First Trust US Equity Opportunities ETF position peaked at $2.23K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.