TIAA Trust, National Association
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TIAA Trust, National Association’s First Trust US Equity Opportunities ETF FPX Stock Holding History

TIAA Trust, National Association’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
Q4 		– Sell
-1,293
Closed -$215K – 691
2025
Q3 		$215K Buy
+1,293
New +$197K ﹤0.01% 649

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Wells Fargo
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TIAA Trust, National Association's FPX Position: Q4 2025 in Review

TIAA Trust, National Association sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2025, closing a stake of 1,293 shares — an estimated $215K sold.

TIAA Trust, National Association first reported a position in FPX in Q3 2025 and held it in 1 quarter. The position peaked at $215K in Q3 2025. 203 funds tracked by Wall St. Rank hold FPX as of Q4 2025.

  • TIAA Trust, National Association reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • TIAA Trust, National Association sold 1,293 First Trust US Equity Opportunities ETF shares in Q4 2025, an estimated $215K.
  • TIAA Trust, National Association first reported a position in First Trust US Equity Opportunities ETF in Q3 2025 and held it in 1 quarter.
  • TIAA Trust, National Association's First Trust US Equity Opportunities ETF position peaked at $215K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2025.

Based on TIAA Trust, National Association's 13F filing for Q4 2025, filed 11 Feb 2026.