Burke & Herbert Bank & Trust’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Burke & Herbert Bank & 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	$247K	Buy	+1,200	New	+$222K	0.06%	223

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

Burke & Herbert Bank & Trust's FPX Position: Q2 2026 in Review

Burke & Herbert Bank & Trust opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 1,200 shares worth $247K. The stake represents 0.06% of the portfolio and ranks #223 among its holdings.

233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Burke & Herbert Bank & Trust held 1,200 shares of First Trust US Equity Opportunities ETF worth $247K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Burke & Herbert Bank & Trust position in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.06% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #223 holding.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.