WWM
FPX icon

Wolff Wiese Magana’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Wolff Wiese Magana’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
Q2 		$1.65K Hold
8
– – ﹤0.01% 852
2026
Q1 		$1.27K Hold
8
– – ﹤0.01% 843
2025
Q4 		$1.31K Hold
8
– – ﹤0.01% 814
2025
Q3 		$1.33K Hold
8
– – ﹤0.01% 818
2025
Q2 		$1.16K Hold
8
– – ﹤0.01% 817
2025
Q1 		$894 Hold
8
– – ﹤0.01% 863
2024
Q4 		$957 Hold
8
– – ﹤0.01% 826
2024
Q3 		$882 Hold
8
– – ﹤0.01% 867
2024
Q2 		$795 Hold
8
– – ﹤0.01% 661
2024
Q1 		$847 Hold
8
– – ﹤0.01% 590
2023
Q4 		$768 Hold
8
– – ﹤0.01% 584
2023
Q3 		$672 Hold
8
– – ﹤0.01% 659
2023
Q2 		$706 Hold
8
– – ﹤0.01% 645
2023
Q1 		$673 Hold
8
– – ﹤0.01% 613
2022
Q4 		$629 Hold
8
– – ﹤0.01% 616
2022
Q3 		$1K Hold
8
– – ﹤0.01% 756
2022
Q2 		$1K Hold
8
– – ﹤0.01% 782
2022
Q1 		$1K Hold
8
– – ﹤0.01% 765
2021
Q4 		$1K Buy
+8
New +$1.01K ﹤0.01% 763

Other funds holding FPX

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return