Capital Investment Advisory Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Capital Investment Advisory Services’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	$240K	Buy	+1,166	New	+$216K	0.01%	661
2022 Q2	–	Sell	-2,390	Closed	-$261K	–	843
2022 Q1	$261K	Sell	2,390 -48	-2%	-$5.12K	0.03%	413
2021 Q4	$299K	Buy	2,438 +123	+5%	+$15.6K	0.04%	380
2021 Q3	$286K	Hold	2,315	–	–	0.04%	371
2021 Q2	$295K	Buy	2,315 +19	+0.8%	+$2.32K	0.04%	373
2021 Q1	$274K	Buy	+2,296	New	+$289K	0.04%	353
2019 Q4	–	Sell	-20	Closed	-$2K	–	811
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	1265
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	1275
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	1155
2018 Q4	$1K	Buy	+20	New	+$1.34K	﹤0.01%	1122

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

Capital Investment Advisory Services's FPX Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 1,166 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in FPX as recently as Q1 2022.

Capital Investment Advisory Services first reported a position in FPX in Q4 2018 and has held it in 10 quarters since. The position peaked at $299K in Q4 2021. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Capital Investment Advisory Services held 1,166 shares of First Trust US Equity Opportunities ETF worth $240K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Capital Investment Advisory Services position in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #661 holding.
Capital Investment Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and has held it in 10 quarters since.
Capital Investment Advisory Services's First Trust US Equity Opportunities ETF position peaked at $299K in Q4 2021.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.