Boyce & Associates Wealth Consulting’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Boyce & Associates Wealth Consulting’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	$636K	Hold	3,086	–	–	0.44%	45
2026 Q1	$490K	Sell	3,086 -53	-2%	-$8.72K	0.37%	50
2025 Q4	$514K	Sell	3,139 -341	-10%	-$56K	0.43%	42
2025 Q3	$578K	Sell	3,480 -58	-2%	-$8.83K	0.47%	40
2025 Q2	$513K	Buy	3,538 +26	+0.7%	+$3.3K	0.47%	42
2025 Q1	$392K	Sell	3,512 -53	-1%	-$6.59K	0.39%	45
2024 Q4	$426K	Hold	3,565	–	–	0.43%	48
2024 Q3	$393K	Hold	3,565	–	–	0.41%	43
2024 Q2	$354K	Hold	3,565	–	–	0.42%	44
2024 Q1	$377K	Buy	3,565 +1	+0%	+$99	0.49%	38
2023 Q4	$342K	Hold	3,564	–	–	0.5%	36
2023 Q3	$299K	Hold	3,564	–	–	0.5%	35
2023 Q2	$314K	Hold	3,564	–	–	0.53%	33
2023 Q1	$289K	Buy	3,564 +2	+0.1%	+$166	0.52%	38
2022 Q4	$280K	Sell	3,562 -74	-2%	-$6.19K	0.54%	32
2022 Q3	$295K	Buy	3,636 +1	+0%	+$88	0.61%	30
2022 Q2	$299K	Hold	3,635	–	–	0.54%	33
2022 Q1	$397K	Buy	+3,635	New	+$388K	0.59%	32

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

Boyce & Associates Wealth Consulting's FPX Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 3,086 shares worth $636K. The position accounts for 0.44% of the portfolio, ranked #45.

Boyce & Associates Wealth Consulting first reported a position in FPX in Q1 2022 and has held it in 18 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Boyce & Associates Wealth Consulting held 3,086 shares of First Trust US Equity Opportunities ETF worth $636K as of Q2 2026.
Boyce & Associates Wealth Consulting left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.44% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #45 holding.
Boyce & Associates Wealth Consulting first reported a position in First Trust US Equity Opportunities ETF in Q1 2022 and has held it in 18 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.