Continuum Advisory’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Continuum Advisory’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	$14K	Buy	+68	New	+$12.6K	﹤0.01%	1156
2025 Q1	–	Sell	-1,183	Closed	-$141K	–	1776
2024 Q4	$141K	Hold	1,183	–	–	0.02%	456
2024 Q3	$143K	Hold	1,183	–	–	0.02%	452
2024 Q2	$118K	Hold	1,183	–	–	0.02%	467
2024 Q1	$122K	Buy	+1,183	New	+$117K	0.02%	453

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

Continuum Advisory's FPX Position: Q2 2026 in Review

Continuum Advisory opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 68 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in FPX as recently as Q4 2024.

Continuum Advisory first reported a position in FPX in Q1 2024 and has held it in 5 quarters since. The position peaked at $143K in Q3 2024. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Continuum Advisory held 68 shares of First Trust US Equity Opportunities ETF worth $14K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Continuum Advisory position in Q2 2026.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1156 holding.
Continuum Advisory first reported a position in First Trust US Equity Opportunities ETF in Q1 2024 and has held it in 5 quarters since.
Continuum Advisory's First Trust US Equity Opportunities ETF position peaked at $143K in Q3 2024.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.