Comprehensive Financial Planning’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Comprehensive Financial Planning’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	$1.44M	Sell	6,993 -289	-4%	-$53.5K	0.77%	37
2026 Q1	$1.16M	Buy	7,282 +688	+10%	+$113K	0.8%	39
2025 Q4	$1.08M	Sell	6,594 -270	-4%	-$44.3K	0.71%	38
2025 Q3	$1.14M	Buy	6,864 +15	+0.2%	+$2.28K	0.78%	33
2025 Q2	$993K	Buy	+6,849	New	+$869K	0.78%	34

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

Comprehensive Financial Planning's FPX Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its First Trust US Equity Opportunities ETF (FPX) stake by 4% in Q2 2026, selling an estimated $53.5K and leaving 6,993 shares worth $1.44M. The position accounts for 0.77% of the portfolio, ranked #37.

Comprehensive Financial Planning first reported a position in FPX in Q2 2025 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Comprehensive Financial Planning held 6,993 shares of First Trust US Equity Opportunities ETF worth $1.44M as of Q2 2026.
Comprehensive Financial Planning sold 289 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $53.5K.
First Trust US Equity Opportunities ETF made up 0.77% of Comprehensive Financial Planning's portfolio in Q2 2026, its #37 holding.
Comprehensive Financial Planning first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.