Tyler-Stone Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$431K	Buy	2,973 +1	+0%	+$127	0.07%	209
2025 Q1	$332K	Hold	2,972	–	–	0.06%	238
2024 Q4	$355K	Buy	2,972 +1	+0%	+$120	0.06%	232
2024 Q3	$327K	Buy	2,971 +1,485	+100%	+$151K	0.06%	235
2024 Q2	$148K	Hold	1,486	–	–	0.06%	229
2024 Q1	$157K	Buy	1,486 +1	+0.1%	+$99	0.07%	219
2023 Q4	$142K	Hold	1,485	–	–	0.07%	215
2023 Q3	$125K	Hold	1,485	–	–	0.07%	216
2023 Q2	$131K	Buy	+1,485	New	+$123K	0.07%	214
2022 Q4	$117K	Buy	1,484 +3	+0.2%	+$251	0.08%	213
2022 Q3	$120K	Buy	1,481 +1	+0.1%	+$88	0.09%	191
2022 Q2	$122K	Buy	1,480 +1	+0.1%	+$93	0.08%	207
2022 Q1	$161K	Hold	1,479	–	–	0.09%	200
2021 Q4	$181K	Buy	+1,479	New	+$187K	0.1%	196

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

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Tyler-Stone Wealth Management's FPX Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its First Trust US Equity Opportunities ETF (FPX) stake by 0.03% in Q2 2025, buying an estimated $127 and bringing the position to 2,973 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #209.

Tyler-Stone Wealth Management first reported a position in FPX in Q4 2021 and has held it in 14 quarters since. 176 funds tracked by Wall St. Rank hold FPX as of Q2 2025.

Tyler-Stone Wealth Management held 2,973 shares of First Trust US Equity Opportunities ETF worth $431K as of Q2 2025.
Tyler-Stone Wealth Management bought 1 First Trust US Equity Opportunities ETF share in Q2 2025, an estimated $127.
First Trust US Equity Opportunities ETF made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #209 holding.
Tyler-Stone Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 14 quarters since.
176 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.