Twin Peaks Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Twin Peaks Wealth 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
2026 Q1	$5.57M	Buy	35,067 +260	+0.7%	+$42.8K	1.4%	16
2025 Q4	$5.77M	Sell	34,807 -768	-2%	-$126K	1.68%	18
2025 Q3	$5.91M	Sell	35,575 -1,751	-5%	-$267K	2.02%	18
2025 Q2	$5.8M	Sell	37,326 -1,443	-4%	-$183K	1.88%	15
2025 Q1	$4.29M	Sell	38,769 -1,323	-3%	-$165K	1.95%	17
2024 Q4	$4.79M	Sell	40,092 -1,937	-5%	-$232K	2.03%	16
2024 Q3	$4.63M	Sell	42,029 -1,264	-3%	-$128K	2.14%	14
2024 Q2	$4.3M	Sell	43,293 -914	-2%	-$92.2K	2.15%	15
2024 Q1	$4.68M	Sell	44,207 -2,718	-6%	-$269K	2.6%	12
2023 Q4	$4.5M	Buy	+46,925	New	+$4.05M	2.87%	9

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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