Benjamin Edwards Inc’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Benjamin Edwards Inc’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	$892K	Hold	4,324	–	–	0.01%	843
2026 Q1	$687K	Hold	4,324	–	–	0.01%	881
2025 Q4	$707K	Sell	4,324 -330	-7%	-$54.2K	0.01%	833
2025 Q3	$774K	Buy	4,654 +1	+0%	+$152	0.01%	782
2025 Q2	$674K	Buy	4,653 +137	+3%	+$17.4K	0.01%	753
2025 Q1	$505K	Sell	4,516 -824	-15%	-$103K	0.01%	776
2024 Q4	$638K	Sell	5,340 -27	-0.5%	-$3.23K	0.01%	754
2024 Q3	$592K	Buy	+5,367	New	+$546K	0.01%	746

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

Benjamin Edwards Inc's FPX Position: Q2 2026 in Review

Benjamin Edwards Inc held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 4,324 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #843.

Benjamin Edwards Inc first reported a position in FPX in Q3 2024 and has held it in 8 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Benjamin Edwards Inc held 4,324 shares of First Trust US Equity Opportunities ETF worth $892K as of Q2 2026.
Benjamin Edwards Inc 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 Benjamin Edwards Inc's portfolio in Q2 2026, its #843 holding.
Benjamin Edwards Inc first reported a position in First Trust US Equity Opportunities ETF in Q3 2024 and has held it in 8 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.