Ameritas Advisory Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Ameritas Advisory Services’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	–	Sell	-1,479	Closed	-$235K	–	2028
2026 Q1	$235K	Buy	+1,479	New	+$243K	0.01%	866
2025 Q4	–	Sell	-188	Closed	-$31.2K	–	1354
2025 Q3	$31.2K	Sell	188 -6,559	-97%	-$998K	﹤0.01%	1265
2025 Q2	$978K	Buy	+6,747	New	+$856K	0.05%	352
2024 Q3	–	Sell	-3,100	Closed	-$308K	–	879
2024 Q2	$308K	Buy	+3,100	New	+$313K	0.01%	718
2023 Q2	–	Sell	-187	Closed	-$15.7K	–	1266
2023 Q1	$15.7K	Buy	+187	New	+$15.5K	﹤0.01%	1741

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

Ameritas Advisory Services's FPX Position: Q2 2026 in Review

Ameritas Advisory Services sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2026, closing a stake of 1,479 shares — an estimated $235K sold.

Ameritas Advisory Services first reported a position in FPX in Q1 2023 and held it in 5 quarters. The position peaked at $978K in Q2 2025. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Ameritas Advisory Services reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 1,479 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $235K.
Ameritas Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q1 2023 and held it in 5 quarters.
Ameritas Advisory Services's First Trust US Equity Opportunities ETF position peaked at $978K in Q2 2025.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.