Capital Wealth Alliance’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Capital Wealth Alliance’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	$228K	Buy	+1,105	New	+$205K	0.11%	95
2021 Q4	–	Sell	-1,590	Closed	-$205K	–	148
2021 Q3	$205K	Buy	+1,590	New	+$202K	0.12%	134
2021 Q1	–	Sell	-1,627	Closed	-$205K	–	134
2020 Q4	$205K	Buy	+1,627	New	+$176K	0.15%	116
2020 Q1	–	Sell	-2,706	Closed	-$224K	–	170
2019 Q4	$224K	Buy	+2,706	New	+$210K	0.19%	76

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 Wealth Alliance's FPX Position: Q2 2026 in Review

Capital Wealth Alliance opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 1,105 shares worth $228K. The stake represents 0.11% of the portfolio and ranks #95 among its holdings. This is a return to the name: Capital Wealth Alliance previously reported a position in FPX as recently as Q3 2021.

Capital Wealth Alliance first reported a position in FPX in Q4 2019 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Capital Wealth Alliance held 1,105 shares of First Trust US Equity Opportunities ETF worth $228K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Capital Wealth Alliance position in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.11% of Capital Wealth Alliance's portfolio in Q2 2026, its #95 holding.
Capital Wealth Alliance first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and has held it in 4 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.