Arrowroot Family Office’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Arrowroot Family Office’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	$382K	Hold	1,855	–	–	0.11%	125
2026 Q1	$295K	Hold	1,855	–	–	0.1%	130
2025 Q4	$303K	Hold	1,855	–	–	0.11%	113
2025 Q3	$308K	Hold	1,855	–	–	0.12%	115
2025 Q2	$269K	Buy	+1,855	New	+$235K	0.12%	120
2024 Q4	$222K	Hold	1,855	–	–	0.12%	120
2024 Q3	$204K	Buy	+1,855	New	+$189K	0.12%	124

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

Arrowroot Family Office's FPX Position: Q2 2026 in Review

Arrowroot Family Office held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,855 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #125.

Arrowroot Family Office first reported a position in FPX in Q3 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Arrowroot Family Office held 1,855 shares of First Trust US Equity Opportunities ETF worth $382K as of Q2 2026.
Arrowroot Family Office left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.11% of Arrowroot Family Office's portfolio in Q2 2026, its #125 holding.
Arrowroot Family Office first reported a position in First Trust US Equity Opportunities ETF in Q3 2024 and has held it in 7 quarters since.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.