Atlantic Union Bankshares’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Atlantic Union Bankshares’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	$82.5K	Hold	400	–	–	﹤0.01%	828
2026 Q1	$63.5K	Hold	400	–	–	﹤0.01%	852
2025 Q4	$65.4K	Hold	400	–	–	﹤0.01%	844
2025 Q3	$66.5K	Hold	400	–	–	﹤0.01%	855
2025 Q2	$58K	Buy	+400	New	+$50.8K	﹤0.01%	644

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

Atlantic Union Bankshares's FPX Position: Q2 2026 in Review

Atlantic Union Bankshares held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 400 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Atlantic Union Bankshares first reported a position in FPX in Q2 2025 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Atlantic Union Bankshares held 400 shares of First Trust US Equity Opportunities ETF worth $82.5K as of Q2 2026.
Atlantic Union Bankshares left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #828 holding.
Atlantic Union Bankshares first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.