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

Concurrent 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	$1.33M	Buy	6,466 +606	+10%	+$112K	0.01%	875
2026 Q1	$931K	Sell	5,860 -686	-10%	-$113K	0.01%	903
2025 Q4	$1.07M	Buy	6,546 +327	+5%	+$53.7K	0.01%	797
2025 Q3	$1.03M	Buy	6,219 +538	+9%	+$81.9K	0.02%	646
2025 Q2	$823K	Buy	5,681 +692	+14%	+$87.8K	0.02%	659
2025 Q1	$557K	Buy	+4,989	New	+$621K	0.01%	718

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

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

Concurrent Investment Advisors increased its First Trust US Equity Opportunities ETF (FPX) stake by 10% in Q2 2026, buying an estimated $112K and bringing the position to 6,466 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #875.

Concurrent Investment Advisors first reported a position in FPX in Q1 2025 and has held it in 6 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Concurrent Investment Advisors held 6,466 shares of First Trust US Equity Opportunities ETF worth $1.33M as of Q2 2026.
Concurrent Investment Advisors bought 606 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $112K.
First Trust US Equity Opportunities ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #875 holding.
Concurrent Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.