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

Capital Investment Management’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 		$310K Hold
1,505
– – 0.1% 104
2026
Q1 		$239K Buy
1,505
+1
+0.1% +$164 0.08% 114
2025
Q4 		$246K Buy
+1,504
New +$247K 0.09% 107

Other funds holding FPX

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Capital Investment Management's FPX Position: Q2 2026 in Review

Capital Investment Management held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,505 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #104.

Capital Investment Management first reported a position in FPX in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Capital Investment Management held 1,505 shares of First Trust US Equity Opportunities ETF worth $310K as of Q2 2026.
  • Capital Investment Management left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.1% of Capital Investment Management's portfolio in Q2 2026, its #104 holding.
  • Capital Investment Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.