Beaird Harris Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Beaird Harris Wealth Management’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	$56.5K	Hold	274	–	–	﹤0.01%	251
2026 Q1	$43.5K	Hold	274	–	–	﹤0.01%	257
2025 Q4	$44.8K	Hold	274	–	–	﹤0.01%	262
2025 Q3	$45.5K	Hold	274	–	–	﹤0.01%	254
2025 Q2	$39.7K	Hold	274	–	–	﹤0.01%	270
2025 Q1	$30.6K	Hold	274	–	–	﹤0.01%	269
2024 Q4	$32.7K	Hold	274	–	–	﹤0.01%	271
2024 Q3	$30.2K	Hold	274	–	–	﹤0.01%	267
2024 Q2	$27.2K	Hold	274	–	–	﹤0.01%	273
2024 Q1	$29K	Hold	274	–	–	﹤0.01%	244
2023 Q4	$26.3K	Hold	274	–	–	﹤0.01%	241
2023 Q3	$23K	Hold	274	–	–	﹤0.01%	229
2023 Q2	$24.2K	Hold	274	–	–	﹤0.01%	219
2023 Q1	$23K	Hold	274	–	–	﹤0.01%	215
2022 Q4	$21.6K	Hold	274	–	–	﹤0.01%	248
2022 Q3	$22K	Hold	274	–	–	﹤0.01%	227
2022 Q2	$23K	Hold	274	–	–	0.01%	193
2022 Q1	$30K	Hold	274	–	–	0.01%	224
2021 Q4	$34K	Buy	+274	New	+$34.7K	0.01%	276

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

Beaird Harris Wealth Management's FPX Position: Q2 2026 in Review

Beaird Harris Wealth Management held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 274 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Beaird Harris Wealth Management first reported a position in FPX in Q4 2021 and has held it in 19 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Beaird Harris Wealth Management held 274 shares of First Trust US Equity Opportunities ETF worth $56.5K as of Q2 2026.
Beaird Harris Wealth Management 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 Beaird Harris Wealth Management's portfolio in Q2 2026, its #251 holding.
Beaird Harris Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.