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Accredited Investors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Accredited Investors’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 		$546K Hold
2,649
– – 0.02% 170
2026
Q1 		$421K Hold
2,649
– – 0.02% 173
2025
Q4 		$433K Hold
2,649
– – 0.02% 171
2025
Q3 		$440K Hold
2,649
– – 0.02% 155
2025
Q2 		$384K Hold
2,649
– – 0.02% 159
2025
Q1 		$296K Hold
2,649
– – 0.02% 177
2024
Q4 		$317K Hold
2,649
– – 0.02% 173
2024
Q3 		$292K Hold
2,649
– – 0.02% 180
2024
Q2 		$263K Hold
2,649
– – 0.02% 178
2024
Q1 		$280K Hold
2,649
– – 0.02% 171
2023
Q4 		$254K Hold
2,649
– – 0.02% 164
2023
Q3 		$222K Hold
2,649
– – 0.02% 171
2023
Q2 		$234K Hold
2,649
– – 0.02% 174
2023
Q1 		$223K Hold
2,649
– – 0.02% 175
2022
Q4 		$208K Hold
2,649
– – 0.02% 176
2022
Q3 		$215K Sell
2,649
-1,648
-38% -$145K 0.02% 157
2022
Q2 		$353K Hold
4,297
– – 0.04% 124
2022
Q1 		$469K Buy
+4,297
New +$458K 0.04% 117

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

Accredited Investors's FPX Position: Q2 2026 in Review

Accredited Investors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 2,649 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #170.

Accredited Investors first reported a position in FPX in Q1 2022 and has held it in 18 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Accredited Investors held 2,649 shares of First Trust US Equity Opportunities ETF worth $546K as of Q2 2026.
  • Accredited Investors left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #170 holding.
  • Accredited Investors first reported a position in First Trust US Equity Opportunities ETF in Q1 2022 and has held it in 18 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.