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

Atlas Private 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	$604K	Buy	2,929 +195	+7%	+$36.1K	0.13%	78
2026 Q1	$434K	Hold	2,734	–	–	0.1%	86
2025 Q4	$447K	Buy	2,734 +3	+0.1%	+$493	0.1%	87
2025 Q3	$454K	Sell	2,731 -2,738	-50%	-$417K	0.11%	88
2025 Q2	$792K	Sell	5,469 -107	-2%	-$13.6K	0.1%	97
2025 Q1	$623K	Sell	5,576 -14	-0.3%	-$1.74K	0.09%	99
2024 Q4	$668K	Buy	5,590 +2	+0%	+$240	0.09%	93
2024 Q3	$616K	Hold	5,588	–	–	0.09%	87
2024 Q2	$555K	Buy	5,588 +2,427	+77%	+$245K	0.09%	91
2024 Q1	$334K	Sell	3,161 -3,447	-52%	-$341K	0.11%	80
2023 Q4	$634K	Sell	6,608 -1,341	-17%	-$116K	0.12%	72
2023 Q3	$668K	Sell	7,949 -333	-4%	-$29.3K	0.13%	90
2023 Q2	$730K	Buy	8,282 +4,091	+98%	+$340K	0.15%	90
2023 Q1	$352K	Sell	4,191 -601	-13%	-$49.8K	0.16%	95
2022 Q4	$377K	Sell	4,792 -667	-12%	-$55.8K	0.2%	91
2022 Q3	$442K	Sell	5,459 -198	-4%	-$17.4K	0.27%	80
2022 Q2	$465K	Sell	5,657 -1,643	-23%	-$153K	0.28%	84
2022 Q1	$796K	Sell	7,300 -12,716	-64%	-$1.36M	0.35%	60
2021 Q4	$2.45M	Sell	20,016 -8,247	-29%	-$1.05M	1.13%	24
2021 Q3	$3.49M	Buy	28,263 +676	+2%	+$85.9K	1.82%	12
2021 Q2	$3.52M	Buy	27,587 +5,496	+25%	+$670K	1.9%	12
2021 Q1	$2.63M	Buy	22,091 +6,071	+38%	+$763K	1.47%	16
2020 Q4	$1.9M	Buy	16,020 +2,130	+15%	+$231K	1.27%	17
2020 Q3	$1.34M	Sell	13,890 -3,439	-20%	-$314K	1.12%	19
2020 Q2	$1.45M	Buy	+17,329	New	+$1.31M	1.29%	18

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

Atlas Private Wealth Advisors's FPX Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its First Trust US Equity Opportunities ETF (FPX) stake by 7.1% in Q2 2026, buying an estimated $36.1K and bringing the position to 2,929 shares worth $604K. The position accounts for 0.13% of the portfolio, ranked #78.

Atlas Private Wealth Advisors first reported a position in FPX in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.52M in Q2 2021. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Atlas Private Wealth Advisors held 2,929 shares of First Trust US Equity Opportunities ETF worth $604K as of Q2 2026.
Atlas Private Wealth Advisors bought 195 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $36.1K.
First Trust US Equity Opportunities ETF made up 0.13% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Atlas Private Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2020 and has held it in 25 quarters since.
Atlas Private Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $3.52M in Q2 2021.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.