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Accel Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Accel 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
2026
Q2 		$203K Buy
+985
New +$182K 0.05% 289
2026
Q1 		– Sell
-1,435
Closed -$235K – 294
2025
Q4 		$235K Buy
1,435
+27
+2% +$4.43K 0.06% 243
2025
Q3 		$234K Sell
1,408
-290
-17% -$44.1K 0.07% 240
2025
Q2 		$246K Buy
+1,698
New +$216K 0.08% 216
2025
Q1 		– Sell
-2,020
Closed -$241K – 261
2024
Q4 		$241K Sell
2,020
-686
-25% -$82.2K 0.09% 211
2024
Q3 		$298K Sell
2,706
-803
-23% -$81.6K 0.11% 186
2024
Q2 		$349K Sell
3,509
-678
-16% -$68.4K 0.14% 153
2024
Q1 		$443K Sell
4,187
-288
-6% -$28.5K 0.19% 119
2023
Q4 		$429K Sell
4,475
-10
-0.2% -$862 0.22% 113
2023
Q3 		$377K Sell
4,485
-1,166
-21% -$102K 0.21% 111
2023
Q2 		$498K Sell
5,651
-2,657
-32% -$221K 0.27% 93
2023
Q1 		$698K Sell
8,308
-799
-9% -$66.2K 0.29% 84
2022
Q4 		$717K Sell
9,107
-4,308
-32% -$360K 0.34% 63
2022
Q3 		$1.16M Buy
13,415
+152
+1% +$13.3K 0.62% 49
2022
Q2 		$1.11M Sell
13,263
-113
-0.8% -$10.5K 0.63% 47
2022
Q1 		$1.47M Sell
13,376
-1,624
-11% -$173K 0.76% 39
2021
Q4 		$1.84M Buy
15,000
+2,266
+18% +$287K 0.9% 32
2021
Q3 		$1.57M Buy
12,734
+1,305
+11% +$166K 1.02% 26
2021
Q2 		$1.46M Buy
11,429
+10,503
+1,134% +$1.28M 0.97% 24
2021
Q1 		$110K Buy
+926
New +$116K 0.09% 201

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Accel Wealth Management's FPX Position: Q2 2026 in Review

Accel Wealth Management opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 985 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #289 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in FPX as recently as Q4 2025.

Accel Wealth Management first reported a position in FPX in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.84M in Q4 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Accel Wealth Management held 985 shares of First Trust US Equity Opportunities ETF worth $203K as of Q2 2026.
  • First Trust US Equity Opportunities ETF was a new Accel Wealth Management position in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Accel Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2021 and has held it in 20 quarters since.
  • Accel Wealth Management's First Trust US Equity Opportunities ETF position peaked at $1.84M in Q4 2021.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.