Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Cetera Investment Advisers’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
Q1 		$13.8M Buy
86,687
+3,024
+4% +$497K 0.01% 881
2025
Q4 		$13.7M Sell
83,663
-8,132
-9% -$1.34M 0.02% 851
2025
Q3 		$15.3M Buy
91,795
+3,448
+4% +$525K 0.02% 761
2025
Q2 		$12.8M Sell
88,347
-10,272
-10% -$1.3M 0.02% 696
2025
Q1 		$11M Sell
98,619
-2,690
-3% -$335K 0.02% 720
2024
Q4 		$12.1M Sell
101,309
-1,128
-1% -$135K 0.03% 629
2024
Q3 		$11.3M Sell
102,437
-13,004
-11% -$1.32M 0.02% 651
2024
Q2 		$11.5M Sell
115,441
-14,563
-11% -$1.47M 0.03% 615
2024
Q1 		$13.8M Buy
130,004
+24,514
+23% +$2.42M 0.03% 531
2023
Q4 		$10.1M Sell
105,490
-40,366
-28% -$3.48M 0.08% 225
2023
Q3 		$12.2M Sell
145,856
-597
-0.4% -$52.5K 0.11% 176
2023
Q2 		$12.9M Buy
146,453
+90
+0.1% +$7.47K 0.11% 173
2023
Q1 		$12.3M Buy
146,363
+3,005
+2% +$249K 0.11% 176
2022
Q4 		$11.3M Buy
143,358
+29,909
+26% +$2.5M 0.1% 190
2022
Q3 		$9.19M Buy
113,449
+3,411
+3% +$300K 0.18% 115
2022
Q2 		$9.04M Sell
110,038
-3,255
-3% -$303K 0.14% 149
2022
Q1 		$12.4M Buy
113,293
+6,386
+6% +$681K 0.18% 121
2021
Q4 		$13.1M Buy
106,907
+6,929
+7% +$878K 0.19% 113
2021
Q3 		$12.3M Buy
99,978
+6,499
+7% +$826K 0.2% 114
2021
Q2 		$11.9M Buy
93,479
+6,886
+8% +$840K 0.19% 117
2021
Q1 		$10.3M Buy
86,593
+1,441
+2% +$181K 0.2% 104
2020
Q4 		$10.1M Buy
85,152
+7,629
+10% +$826K 0.2% 111
2020
Q3 		$7.49M Buy
77,523
+5,306
+7% +$484K 0.61% 31
2020
Q2 		$6.05M Buy
72,217
+3,448
+5% +$260K 0.56% 32
2020
Q1 		$4.33M Buy
68,769
+4,092
+6% +$316K 0.53% 45
2019
Q4 		$5.19M Sell
64,677
-907
-1% -$70.4K 0.52% 45
2019
Q3 		$4.97M Sell
65,584
-17,392
-21% -$1.37M 0.6% 35
2019
Q2 		$6.46M Buy
82,976
+17,578
+27% +$1.34M 0.83% 21
2019
Q1 		$4.89M Buy
65,398
+2,274
+4% +$160K 0.69% 30
2018
Q4 		$3.92M Buy
63,124
+3,640
+6% +$244K 0.64% 35
2018
Q3 		$4.42M Sell
59,484
-7,221
-11% -$533K 0.64% 35
2018
Q2 		$4.77M Sell
66,705
-877
-1% -$62K 0.84% 22
2018
Q1 		$4.64M Buy
67,582
+10,805
+19% +$767K 0.87% 21
2017
Q4 		$3.88M Buy
56,777
+9,274
+20% +$616K 0.71% 27
2017
Q3 		$3.04M Buy
47,503
+9,244
+24% +$566K 0.67% 33
2017
Q2 		$2.28M Buy
38,259
+14,241
+59% +$838K 0.56% 46
2017
Q1 		$1.38M Buy
24,018
+9,831
+69% +$555K 0.38% 73
2016
Q4 		$768K Buy
14,187
+5,552
+64% +$297K 0.26% 103
2016
Q3 		$472K Buy
8,635
+1,209
+16% +$64.5K 0.2% 136
2016
Q2 		$374K Buy
7,426
+1,716
+30% +$86.9K 0.15% 182
2016
Q1 		$289K Buy
5,710
+1,458
+34% +$68.9K 0.13% 203
2015
Q4 		$218K Buy
+4,252
New +$219K 0.1% 228

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers's FPX Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust US Equity Opportunities ETF (FPX) stake by 3.6% in Q1 2026, buying an estimated $497K and bringing the position to 86,687 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #881.

Cetera Investment Advisers first reported a position in FPX in Q4 2015 and has held it in 42 quarters since. The position peaked at $15.3M in Q3 2025. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • Cetera Investment Advisers held 86,687 shares of First Trust US Equity Opportunities ETF worth $13.8M as of Q1 2026.
  • Cetera Investment Advisers bought 3,024 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $497K.
  • First Trust US Equity Opportunities ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #881 holding.
  • Cetera Investment Advisers first reported a position in First Trust US Equity Opportunities ETF in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's First Trust US Equity Opportunities ETF position peaked at $15.3M in Q3 2025.
  • 210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.