CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

CAPTRUST Financial Advisors’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 		$1.62M Sell
7,849
-2
-0% -$371 ﹤0.01% 1445
2026
Q1 		$1.25M Sell
7,851
-108
-1% -$17.8K ﹤0.01% 1483
2025
Q4 		$1.3M Buy
7,959
+2
+0% +$328 ﹤0.01% 1344
2025
Q3 		$1.32M Buy
7,957
+4
+0.1% +$609 ﹤0.01% 1270
2025
Q2 		$1.15M Buy
7,953
+4,036
+103% +$512K ﹤0.01% 1270
2025
Q1 		$438K Buy
3,917
+81
+2% +$10.1K ﹤0.01% 1717
2024
Q4 		$458K Buy
3,836
+921
+32% +$110K ﹤0.01% 1650
2024
Q3 		$321K Buy
2,915
+837
+40% +$85.1K ﹤0.01% 1846
2024
Q2 		$206K Sell
2,078
-325
-14% -$32.8K ﹤0.01% 2024
2024
Q1 		$254K Buy
2,403
+125
+5% +$12.4K ﹤0.01% 1871
2023
Q4 		$218K Buy
+2,278
New +$196K ﹤0.01% 2335
2022
Q1 		– Sell
-1,677
Closed -$205K – 4981
2021
Q4 		$205K Hold
1,677
– – ﹤0.01% 1620
2021
Q3 		$207K Hold
1,677
– – ﹤0.01% 1540
2021
Q2 		$214K Buy
1,677
+677
+68% +$82.5K ﹤0.01% 1462
2021
Q1 		$119K Buy
+1,000
New +$126K ﹤0.01% 1826
2020
Q3 		– Sell
-70
Closed -$6K – 3119
2020
Q2 		$6K Buy
+70
New +$5.28K ﹤0.01% 2342

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAPTRUST Financial Advisors's FPX Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.03% in Q2 2026, selling an estimated $371 and leaving 7,849 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

CAPTRUST Financial Advisors first reported a position in FPX in Q2 2020 and has held it in 16 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,849 shares of First Trust US Equity Opportunities ETF worth $1.62M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 2 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $371.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1445 holding.
  • CAPTRUST Financial Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2020 and has held it in 16 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.