Caitlin John’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Caitlin John’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	$2.47K	Hold	12	–	–	﹤0.01%	758
2026 Q1	$1.91K	Hold	12	–	–	﹤0.01%	718
2025 Q4	$1.96K	Hold	12	–	–	﹤0.01%	727
2025 Q3	$1.99K	Buy	+12	New	+$1.83K	﹤0.01%	693
2025 Q1	–	Sell	-12	Closed	-$1.43K	–	356
2024 Q4	$1.43K	Hold	12	–	–	﹤0.01%	698
2024 Q3	$1.48K	Hold	12	–	–	﹤0.01%	695
2024 Q2	$1.19K	Hold	12	–	–	﹤0.01%	705
2024 Q1	$1.27K	Hold	12	–	–	﹤0.01%	735
2023 Q4	$1.15K	Buy	+12	New	+$1.03K	﹤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

Caitlin John's FPX Position: Q2 2026 in Review

Caitlin John held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 12 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Caitlin John first reported a position in FPX in Q4 2023 and has held it in 9 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Caitlin John held 12 shares of First Trust US Equity Opportunities ETF worth $2.47K as of Q2 2026.
Caitlin John 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 Caitlin John's portfolio in Q2 2026, its #758 holding.
Caitlin John first reported a position in First Trust US Equity Opportunities ETF in Q4 2023 and has held it in 9 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.