Action Point Financial Planning’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Action Point Financial Planning’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	$126K	Buy	+612	New	+$113K	0.01%	538

Other funds holding FPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Action Point Financial Planning's FPX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 612 shares worth $126K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings.

233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Action Point Financial Planning held 612 shares of First Trust US Equity Opportunities ETF worth $126K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Action Point Financial Planning position in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #538 holding.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.