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

Arax Advisory 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	$1.33M	Buy	6,475 +2,337	+56%	+$433K	0.01%	1050
2026 Q1	$657K	Sell	4,138 -532	-11%	-$87.5K	0.02%	542
2025 Q4	$764K	Buy	+4,670	New	+$767K	0.02%	455
2025 Q3	–	Sell	-4,240	Closed	-$614K	–	3852
2025 Q2	$614K	Sell	4,240 -266	-6%	-$33.8K	0.03%	346
2025 Q1	$503K	Sell	4,506 -2,011	-31%	-$250K	0.03%	313
2024 Q4	$779K	Sell	6,517 -1,471	-18%	-$176K	0.05%	209
2024 Q3	$880K	Sell	7,988 -83,287	-91%	-$8.47M	0.08%	129
2024 Q2	$9.07M	Sell	91,275 -1,458	-2%	-$147K	0.88%	30
2024 Q1	$9.81M	Sell	92,733 -256	-0.3%	-$25.3K	1.03%	29
2023 Q4	$8.92M	Buy	92,989 +520	+0.6%	+$44.8K	0.99%	29
2023 Q3	$7.77M	Buy	92,469 +3,452	+4%	+$303K	0.97%	31
2023 Q2	$7.85M	Buy	89,017 +2,152	+2%	+$179K	1%	32
2023 Q1	$7.3M	Buy	86,865 +3,005	+4%	+$249K	0.97%	30
2022 Q4	$6.6M	Buy	83,860 +12,814	+18%	+$1.07M	0.91%	32
2022 Q3	$5.76M	Buy	71,046 +14,192	+25%	+$1.25M	0.91%	24
2022 Q2	$4.67M	Buy	56,854 +5,303	+10%	+$494K	0.71%	29
2022 Q1	$5.62M	Sell	51,551 -4,048	-7%	-$432K	0.75%	32
2021 Q4	$6.81M	Buy	55,599 +1,032	+2%	+$131K	0.86%	25
2021 Q3	$6.73M	Buy	54,567 +2,811	+5%	+$357K	0.92%	25
2021 Q2	$6.6M	Buy	+51,756	New	+$6.31M	0.9%	25

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

Arax Advisory Partners's FPX Position: Q2 2026 in Review

Arax Advisory Partners increased its First Trust US Equity Opportunities ETF (FPX) stake by 56% in Q2 2026, buying an estimated $433K and bringing the position to 6,475 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1050.

Arax Advisory Partners first reported a position in FPX in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.81M in Q1 2024. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Arax Advisory Partners held 6,475 shares of First Trust US Equity Opportunities ETF worth $1.33M as of Q2 2026.
Arax Advisory Partners bought 2,337 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $433K.
First Trust US Equity Opportunities ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1050 holding.
Arax Advisory Partners first reported a position in First Trust US Equity Opportunities ETF in Q2 2021 and has held it in 20 quarters since.
Arax Advisory Partners's First Trust US Equity Opportunities ETF position peaked at $9.81M in Q1 2024.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.