Bawa N Mallick Trust’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Bawa N Mallick Trust’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	$412K	Hold	2,000	–	–	0.13%	60
2026 Q1	$318K	Hold	2,000	–	–	0.13%	58
2025 Q4	$327K	Hold	2,000	–	–	0.12%	59
2025 Q3	$332K	Hold	2,000	–	–	0.13%	59
2025 Q2	$290K	Hold	2,000	–	–	0.12%	61
2025 Q1	$223K	Hold	2,000	–	–	0.11%	63
2024 Q4	$239K	Buy	+2,000	New	+$240K	0.1%	63

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

Bawa N Mallick Trust's FPX Position: Q2 2026 in Review

Bawa N Mallick Trust held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 2,000 shares worth $412K. The position accounts for 0.13% of the portfolio, ranked #60.

Bawa N Mallick Trust first reported a position in FPX in Q4 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Bawa N Mallick Trust held 2,000 shares of First Trust US Equity Opportunities ETF worth $412K as of Q2 2026.
Bawa N Mallick Trust left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.13% of Bawa N Mallick Trust's portfolio in Q2 2026, its #60 holding.
Bawa N Mallick Trust first reported a position in First Trust US Equity Opportunities ETF in Q4 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 Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.