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B. Riley Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

B. Riley 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 		$338K Hold
1,680
– – 0.02% 580
2026
Q1 		$256K Sell
1,680
-250
-13% -$41.1K 0.02% 631
2025
Q4 		$316K Hold
1,930
– – 0.01% 695
2025
Q3 		$321K Hold
1,930
– – 0.01% 699
2025
Q2 		$280K Sell
1,930
-1,103
-36% -$140K 0.01% 743
2025
Q1 		$339K Sell
3,033
-106
-3% -$13.2K 0.01% 914
2024
Q4 		$375K Sell
3,139
-192
-6% -$23K 0.01% 785
2024
Q3 		$365K Sell
3,331
-113
-3% -$11.5K 0.01% 865
2024
Q2 		$342K Sell
3,444
-1,453
-30% -$147K 0.01% 963
2024
Q1 		$411K Buy
4,897
+1,000
+26% +$98.8K 0.01% 895
2023
Q4 		$374K Sell
3,897
-1,000
-20% -$86.2K 0.01% 958
2023
Q3 		$411K Sell
4,897
-120
-2% -$10.5K 0.01% 895
2023
Q2 		$442K Buy
5,017
+250
+5% +$20.7K 0.01% 913
2023
Q1 		$401K Sell
4,767
-39
-0.8% -$3.23K 0.01% 916
2022
Q4 		$378K Sell
4,806
-239
-5% -$20K 0.01% 916
2022
Q3 		$409K Sell
5,045
-600
-11% -$52.7K 0.01% 847
2022
Q2 		$464K Sell
5,645
-3,033
-35% -$282K 0.02% 688
2022
Q1 		$947K Sell
8,678
-475
-5% -$50.7K 0.03% 514
2021
Q4 		$1.12M Sell
9,153
-475
-5% -$60.2K 0.03% 493
2021
Q3 		$1.19M Buy
9,628
+115
+1% +$14.6K 0.04% 464
2021
Q2 		$1.21M Sell
9,513
-1,294
-12% -$158K 0.04% 458
2021
Q1 		$1.29M Buy
10,807
+6,236
+136% +$784K 0.05% 417
2020
Q4 		$541K Sell
4,571
-377
-8% -$40.8K 0.03% 516
2020
Q3 		$474K Sell
4,948
-223
-4% -$20.3K 0.03% 549
2020
Q2 		$434K Sell
5,171
-699
-12% -$52.8K 0.03% 502
2020
Q1 		$370K Sell
5,870
-671
-10% -$51.8K 0.03% 482
2019
Q4 		$526K Buy
+6,541
New +$508K 0.04% 419
2018
Q4 		– Sell
-3,013
Closed -$224K – 690
2018
Q3 		$224K Buy
3,013
+15
+0.5% +$1.11K 0.03% 608
2018
Q2 		$215K Sell
2,998
-248
-8% -$17.5K 0.03% 589
2018
Q1 		$223K Buy
+3,246
New +$230K 0.03% 549
2016
Q4 		– Sell
-11,891
Closed -$646K – 566
2016
Q3 		$646K Sell
11,891
-454
-4% -$24.2K 0.13% 200
2016
Q2 		$624K Buy
12,345
+1,156
+10% +$58.5K 0.12% 208
2016
Q1 		$560K Sell
11,189
-1,000
-8% -$47.2K 0.13% 197
2015
Q4 		$624K Sell
12,189
-4,165
-25% -$215K 0.13% 198
2015
Q3 		$797K Sell
16,354
-1,236
-7% -$66K 0.19% 139
2015
Q2 		$960K Buy
17,590
+3,507
+25% +$191K 0.24% 110
2015
Q1 		$758K Sell
14,083
-2,306
-14% -$119K 0.18% 148
2014
Q4 		$2.9M Buy
16,389
+6,365
+63% +$310K 0.06% 404
2014
Q3 		$482K Sell
10,024
-10,523
-51% -$509K 0.13% 213
2014
Q2 		$513K Buy
20,547
+10,967
+114% +$505K 0.12% 195
2014
Q1 		$440K Buy
+9,580
New +$442K 0.13% 173

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

B. Riley Wealth Advisors's FPX Position: Q2 2026 in Review

B. Riley Wealth Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,680 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #580.

B. Riley Wealth Advisors first reported a position in FPX in Q1 2014 and has held it in 41 quarters since. The position peaked at $2.9M in Q4 2014. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • B. Riley Wealth Advisors held 1,680 shares of First Trust US Equity Opportunities ETF worth $338K as of Q2 2026.
  • B. Riley Wealth Advisors left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #580 holding.
  • B. Riley Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2014 and has held it in 41 quarters since.
  • B. Riley Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $2.9M in Q4 2014.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.