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Acorn Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Acorn Wealth Advisors’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 		$234K Buy
+1,133
New +$210K 0.06% 274
2025
Q4 		– Sell
-1,206
Closed -$200K – 278
2025
Q3 		$200K Buy
+1,206
New +$184K 0.06% 274
2022
Q2 		– Sell
-1,964
Closed -$214K – 167
2022
Q1 		$214K Sell
1,964
-12
-0.6% -$1.28K 0.15% 164
2021
Q4 		$242K Buy
1,976
+61
+3% +$7.73K 0.15% 156
2021
Q3 		$236K Sell
1,915
-6
-0.3% -$762 0.17% 147
2021
Q2 		$245K Buy
1,921
+7
+0.4% +$854 0.17% 141
2021
Q1 		$228K Buy
1,914
+19
+1% +$2.39K 0.16% 142
2020
Q4 		$224K Sell
1,895
-270
-12% -$29.2K 0.18% 132
2020
Q3 		$209K Buy
+2,165
New +$197K 0.18% 121
2020
Q1 		– Sell
-3,292
Closed -$268K – 113
2019
Q4 		$268K Sell
3,292
-161
-5% -$12.5K 0.23% 95
2019
Q3 		$268K Buy
3,453
+495
+17% +$38.9K 0.23% 94
2019
Q2 		$233K Sell
2,958
-577
-16% -$43.9K 0.21% 105
2019
Q1 		$268K Sell
3,535
-807
-19% -$56.8K 0.24% 93
2018
Q4 		$284K Sell
4,342
-285
-6% -$19.1K 0.29% 71
2018
Q3 		$316K Buy
4,627
+287
+7% +$21.2K 0.31% 71
2018
Q2 		$312K Buy
4,340
+226
+5% +$16K 0.27% 73
2018
Q1 		$284K Buy
4,114
+159
+4% +$11.3K 0.25% 81
2017
Q4 		$276K Buy
+3,955
New +$263K 0.25% 79

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

Acorn Wealth Advisors's FPX Position: Q2 2026 in Review

Acorn Wealth Advisors opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 1,133 shares worth $234K. The stake represents 0.06% of the portfolio and ranks #274 among its holdings. This is a return to the name: Acorn Wealth Advisors previously reported a position in FPX as recently as Q3 2025.

Acorn Wealth Advisors first reported a position in FPX in Q4 2017 and has held it in 18 quarters since. The position peaked at $316K in Q3 2018. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Acorn Wealth Advisors held 1,133 shares of First Trust US Equity Opportunities ETF worth $234K as of Q2 2026.
  • First Trust US Equity Opportunities ETF was a new Acorn Wealth Advisors position in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.06% of Acorn Wealth Advisors's portfolio in Q2 2026, its #274 holding.
  • Acorn Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and has held it in 18 quarters since.
  • Acorn Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $316K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.