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Cascade Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Cascade Investment 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 		$1.76M Buy
8,552
+546
+7% +$101K 0.96% 36
2026
Q1 		$1.27M Buy
8,006
+735
+10% +$121K 0.75% 65
2025
Q4 		$1.19M Buy
7,271
+240
+3% +$39.4K 0.7% 68
2025
Q3 		$1.17M Buy
7,031
+240
+4% +$36.5K 0.71% 71
2025
Q2 		$984K Buy
6,791
+20
+0.3% +$2.54K 0.63% 76
2025
Q1 		$757K Buy
6,771
+705
+12% +$87.7K 0.51% 83
2024
Q4 		$725K Hold
6,066
– – 0.46% 85
2024
Q3 		$668K Hold
6,066
– – 0.43% 86
2024
Q2 		$603K Buy
6,066
+75
+1% +$7.56K 0.41% 90
2024
Q1 		$634K Buy
5,991
+100
+2% +$9.88K 0.41% 93
2023
Q4 		$565K Buy
5,891
+210
+4% +$18.1K 0.4% 91
2023
Q3 		$477K Sell
5,681
-15
-0.3% -$1.32K 0.38% 93
2023
Q2 		$502K Hold
5,696
– – 0.38% 96
2023
Q1 		$479K Sell
5,696
-197
-3% -$16.3K 0.38% 86
2022
Q4 		$464K Hold
5,893
– – 0.39% 91
2022
Q3 		$512K Hold
5,893
– – 0.44% 88
2022
Q2 		$484K Buy
5,893
+18
+0.3% +$1.68K 0.38% 97
2022
Q1 		$641K Buy
5,875
+145
+3% +$15.5K 0.39% 99
2021
Q4 		$702K Buy
5,730
+267
+5% +$33.8K 0.41% 98
2021
Q3 		$674K Buy
5,463
+19
+0.3% +$2.42K 0.44% 96
2021
Q2 		$694K Buy
5,444
+212
+4% +$25.8K 0.44% 95
2021
Q1 		$623K Buy
5,232
+930
+22% +$117K 0.41% 98
2020
Q4 		$509K Buy
4,302
+2,700
+169% +$292K 0.37% 93
2020
Q3 		$155K Buy
1,602
+439
+38% +$40K 0.13% 112
2020
Q2 		$97.4K Buy
1,163
+113
+11% +$8.53K 0.09% 116
2020
Q1 		$66.2K Hold
1,050
– – 0.07% 123
2019
Q4 		$84.4K Hold
1,050
– – 0.06% 128
2019
Q3 		$79.6K Buy
1,050
+910
+650% +$71.6K 0.06% 127
2019
Q2 		$10.9K Buy
+140
New +$10.6K 0.01% 211

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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cascade Investment Advisors's FPX Position: Q2 2026 in Review

Cascade Investment Advisors increased its First Trust US Equity Opportunities ETF (FPX) stake by 6.8% in Q2 2026, buying an estimated $101K and bringing the position to 8,552 shares worth $1.76M. The position accounts for 0.96% of the portfolio, ranked #36.

Cascade Investment Advisors first reported a position in FPX in Q2 2019 and has held it in 29 quarters since. 59 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Cascade Investment Advisors held 8,552 shares of First Trust US Equity Opportunities ETF worth $1.76M as of Q2 2026.
  • Cascade Investment Advisors bought 546 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $101K.
  • First Trust US Equity Opportunities ETF made up 0.96% of Cascade Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Cascade Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2019 and has held it in 29 quarters since.
  • 59 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.