Rockefeller Capital Management
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Rockefeller Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Rockefeller Capital Management’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
2026
Q1 		$480K Buy
3,025
+287
+10% +$47.2K ﹤0.01% 2001
2025
Q4 		$448K Buy
2,738
+139
+5% +$22.8K ﹤0.01% 1965
2025
Q3 		$432K Buy
+2,599
New +$396K ﹤0.01% 1838
2023
Q1 		– Sell
-3,690
Closed -$290K – 2673
2022
Q4 		$290K Sell
3,690
-80
-2% -$6.69K ﹤0.01% 1492
2022
Q3 		$305K Buy
3,770
+1,886
+100% +$166K ﹤0.01% 1461
2022
Q2 		$154K Buy
1,884
+633
+51% +$59K ﹤0.01% 1728
2022
Q1 		$136K Buy
1,251
+1,026
+456% +$109K ﹤0.01% 1851
2021
Q4 		$27K Sell
225
-700
-76% -$88.7K ﹤0.01% 2493
2021
Q3 		$114K Sell
925
-4,937
-84% -$627K ﹤0.01% 1801
2021
Q2 		$747K Buy
5,862
+4,660
+388% +$568K ﹤0.01% 1038
2021
Q1 		$143K Buy
1,202
+986
+456% +$124K ﹤0.01% 1452
2020
Q4 		$25K Hold
216
– – ﹤0.01% 1913
2020
Q3 		$20K Sell
216
-809
-79% -$73.8K ﹤0.01% 1783
2020
Q2 		$86K Hold
1,025
– – ﹤0.01% 1217
2020
Q1 		$65K Buy
+1,025
New +$79.1K ﹤0.01% 1160

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