Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘25
2001
14 20 6 0.92%
2002
14 71 57 31.9%
2003
14 57 43 1.8%
FPX icon
2004
First Trust US Equity Opportunities ETF
FPX
$1.2B
14 64 50 1.19%
2005
14 176 162 30.1%
2006
14 54 40 22.2%
2007
14 32 18 13.7%
2008
14 86 72 15.9%
2009
14 27 13 14.9%
2010
14 38 24 3.6%
BRBS icon
2011
Blue Ridge Bankshares
BRBS
$381M
14 35 21 1.42%
2012
14 56 42 14.3%
2013
14 16 2 9.48%
2014
14 37 23 8.52%
2015
14 64 50 17.5%
2016
14 50 36 96.4%
2017
14 29 15 10.3%
2018
14 39 25 40.5%
2019
13 25 12 5.74%
2020
13 41 28 11.7%
2021
13 37 24 41.5%
2022
13 21 8 8%
2023
13 134 121 11.6%
2024
13 86 73 7.78%
2025
13 28 15 1.66%