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

Arkadios 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	Sell	1,137 -789	-41%	-$146K	﹤0.01%	1547
2026 Q1	$306K	Buy	1,926 +410	+27%	+$67.4K	0.01%	1353
2025 Q4	$248K	Sell	1,516 -24	-2%	-$3.94K	﹤0.01%	1349
2025 Q3	$256K	Buy	+1,540	New	+$234K	0.01%	1222
2021 Q4	–	Sell	-894	Closed	-$110K	–	1008
2021 Q3	$110K	Sell	894 -40	-4%	-$5.08K	0.02%	665
2021 Q2	$119K	Buy	934 +225	+32%	+$27.4K	0.01%	674
2021 Q1	$84K	Buy	+709	New	+$89.1K	0.01%	572

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

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

Arkadios Wealth Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 41% in Q2 2026, selling an estimated $146K and leaving 1,137 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Arkadios Wealth Advisors first reported a position in FPX in Q1 2021 and has held it in 7 quarters since. The position peaked at $306K in Q1 2026. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Arkadios Wealth Advisors held 1,137 shares of First Trust US Equity Opportunities ETF worth $234K as of Q2 2026.
Arkadios Wealth Advisors sold 789 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $146K.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1547 holding.
Arkadios Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2021 and has held it in 7 quarters since.
Arkadios Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $306K in Q1 2026.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.