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Atria Investments’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Atria Investments’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 		$3.76M Buy
18,214
+212
+1% +$39.3K 0.04% 483
2026
Q1 		$2.86M Buy
18,002
+7,179
+66% +$1.18M 0.03% 544
2025
Q4 		$1.77M Sell
10,823
-338
-3% -$55.5K 0.02% 781
2025
Q3 		$1.85M Sell
11,161
-766
-6% -$117K 0.02% 755
2025
Q2 		$1.73M Sell
11,927
-1,154
-9% -$146K 0.02% 786
2025
Q1 		$1.46M Buy
13,081
+1,407
+12% +$175K 0.02% 843
2024
Q4 		$1.4M Sell
11,674
-519
-4% -$62.2K 0.02% 829
2024
Q3 		$1.34M Buy
12,193
+357
+3% +$36.3K 0.02% 839
2024
Q2 		$1.18M Buy
11,836
+84
+0.7% +$8.47K 0.02% 858
2024
Q1 		$1.24M Sell
11,752
-716
-6% -$70.8K 0.02% 858
2023
Q4 		$1.2M Buy
12,468
+249
+2% +$21.5K 0.02% 815
2023
Q3 		$1.03M Sell
12,219
-2,072
-14% -$182K 0.02% 834
2023
Q2 		$1.26M Buy
14,291
+194
+1% +$16.1K 0.02% 747
2023
Q1 		$1.18M Sell
14,097
-9,500
-40% -$787K 0.02% 742
2022
Q4 		$1.86M Sell
23,597
-155
-0.7% -$13K 0.04% 540
2022
Q3 		$1.93M Sell
23,752
-2,681
-10% -$235K 0.04% 495
2022
Q2 		$2.17M Sell
26,433
-277
-1% -$25.8K 0.05% 476
2022
Q1 		$2.91M Buy
26,710
+10,266
+62% +$1.09M 0.05% 438
2021
Q4 		$2.02M Buy
16,444
+349
+2% +$44.2K 0.04% 563
2021
Q3 		$1.99M Sell
16,095
-298
-2% -$37.9K 0.04% 531
2021
Q2 		$2.09M Sell
16,393
-14,216
-46% -$1.73M 0.04% 484
2021
Q1 		$3.65M Sell
30,609
-1,502
-5% -$189K 0.08% 286
2020
Q4 		$3.8M Buy
+32,111
New +$3.48M 0.09% 248
2019
Q4 		– Sell
-2,650
Closed -$201K – 1209
2019
Q3 		$201K Sell
2,650
-250
-9% -$19.7K 0.01% 848
2019
Q2 		$225K Sell
2,900
-89,993
-97% -$6.84M 0.01% 859
2019
Q1 		$6.96M Buy
92,893
+88,477
+2,004% +$6.23M 0.29% 73
2018
Q4 		$274K Sell
4,416
-51,657
-92% -$3.46M 0.01% 679
2018
Q3 		$4.17M Buy
56,073
+1,286
+2% +$94.8K 0.16% 110
2018
Q2 		$3.91M Sell
54,787
-956
-2% -$67.6K 0.17% 109
2018
Q1 		$3.82M Buy
55,743
+3,238
+6% +$230K 0.18% 101
2017
Q4 		$3.58M Buy
52,505
+3,261
+7% +$217K 0.18% 109
2017
Q3 		$3.14M Buy
49,244
+3,944
+9% +$241K 0.17% 119
2017
Q2 		$2.7M Sell
45,300
-117
-0.3% -$6.88K 0.17% 130
2017
Q1 		$2.61M Buy
45,417
+6,883
+18% +$388K 0.17% 122
2016
Q4 		$2.09M Buy
+38,534
New +$2.06M 0.16% 120

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Investments's FPX Position: Q2 2026 in Review

Atria Investments increased its First Trust US Equity Opportunities ETF (FPX) stake by 1.2% in Q2 2026, buying an estimated $39.3K and bringing the position to 18,214 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #483.

Atria Investments first reported a position in FPX in Q4 2016 and has held it in 35 quarters since. The position peaked at $6.96M in Q1 2019. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Atria Investments held 18,214 shares of First Trust US Equity Opportunities ETF worth $3.76M as of Q2 2026.
  • Atria Investments bought 212 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $39.3K.
  • First Trust US Equity Opportunities ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #483 holding.
  • Atria Investments first reported a position in First Trust US Equity Opportunities ETF in Q4 2016 and has held it in 35 quarters since.
  • Atria Investments's First Trust US Equity Opportunities ETF position peaked at $6.96M in Q1 2019.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.