Appleton Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Appleton Partners’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	$242K	Buy	+1,175	New	+$218K	0.01%	261
2026 Q1	–	Sell	-1,716	Closed	-$281K	–	264
2025 Q4	$281K	Hold	1,716	–	–	0.02%	238
2025 Q3	$285K	Hold	1,716	–	–	0.02%	230
2025 Q2	$249K	Buy	+1,716	New	+$218K	0.02%	229
2025 Q1	–	Sell	-1,716	Closed	-$205K	–	250
2024 Q4	$205K	Buy	+1,716	New	+$206K	0.02%	247
2023 Q3	–	Sell	-2,416	Closed	-$213K	–	299
2023 Q2	$213K	Hold	2,416	–	–	0.02%	282
2023 Q1	$203K	Buy	+2,416	New	+$200K	0.02%	290
2022 Q3	–	Sell	-2,475	Closed	-$203K	–	297
2022 Q2	$203K	Hold	2,475	–	–	0.02%	289
2022 Q1	$270K	Hold	2,475	–	–	0.02%	270
2021 Q4	$303K	Hold	2,475	–	–	0.02%	261
2021 Q3	$305K	Sell	2,475 -1,175	-32%	-$149K	0.03%	245
2021 Q2	$465K	Sell	3,650 -160	-4%	-$19.5K	0.04%	201
2021 Q1	$454K	Hold	3,810	–	–	0.04%	202
2020 Q4	$451K	Sell	3,810 -30	-0.8%	-$3.25K	0.04%	193
2020 Q3	$371K	Hold	3,840	–	–	0.04%	202
2020 Q2	$322K	Sell	3,840 -1,185	-24%	-$89.5K	0.04%	209
2020 Q1	$317K	Hold	5,025	–	–	0.04%	209
2019 Q4	$404K	Hold	5,025	–	–	0.04%	214
2019 Q3	$381K	Sell	5,025 -600	-11%	-$47.2K	0.05%	214
2019 Q2	$438K	Hold	5,625	–	–	0.05%	199
2019 Q1	$421K	Sell	5,625 -115	-2%	-$8.1K	0.06%	195
2018 Q4	$356K	Hold	5,740	–	–	0.05%	200
2018 Q3	$426K	Hold	5,740	–	–	0.06%	196
2018 Q2	$410K	Hold	5,740	–	–	0.06%	200
2018 Q1	$393K	Hold	5,740	–	–	0.06%	201
2017 Q4	$392K	Hold	5,740	–	–	0.06%	197
2017 Q3	$366K	Hold	5,740	–	–	0.06%	185
2017 Q2	$343K	Hold	5,740	–	–	0.06%	189
2017 Q1	$329K	Buy	+5,740	New	+$324K	0.06%	187

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

Appleton Partners's FPX Position: Q2 2026 in Review

Appleton Partners opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 1,175 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Appleton Partners previously reported a position in FPX as recently as Q4 2025.

Appleton Partners first reported a position in FPX in Q1 2017 and has held it in 29 quarters since. The position peaked at $465K in Q2 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Appleton Partners held 1,175 shares of First Trust US Equity Opportunities ETF worth $242K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Appleton Partners position in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.01% of Appleton Partners's portfolio in Q2 2026, its #261 holding.
Appleton Partners first reported a position in First Trust US Equity Opportunities ETF in Q1 2017 and has held it in 29 quarters since.
Appleton Partners's First Trust US Equity Opportunities ETF position peaked at $465K in Q2 2021.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.