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

CoreCap 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	$23.5K	Hold	114	–	–	﹤0.01%	1733
2026 Q1	$18.1K	Hold	114	–	–	﹤0.01%	1711
2025 Q4	$18.6K	Sell	114 -78	-41%	-$12.8K	﹤0.01%	1707
2025 Q3	$31.9K	Hold	192	–	–	﹤0.01%	1492
2025 Q2	$27.8K	Hold	192	–	–	﹤0.01%	1488
2025 Q1	$21.5K	Hold	192	–	–	﹤0.01%	1500
2024 Q4	$22.9K	Hold	192	–	–	﹤0.01%	1484
2024 Q3	$21.2K	Buy	+192	New	+$19.5K	﹤0.01%	1533
2024 Q2	–	Sell	-192	Closed	-$20.3K	–	1945
2024 Q1	$20.3K	Buy	+192	New	+$19K	﹤0.01%	1476
2022 Q4	$21.4K	Buy	+272	New	+$22.7K	﹤0.01%	1275
2022 Q3	–	Sell	-314	Closed	-$26K	–	1078
2022 Q2	$26K	Buy	+314	New	+$29.2K	﹤0.01%	1153
2022 Q1	–	Sell	-314	Closed	-$38K	–	1082
2021 Q4	$38K	Buy	+314	New	+$39.8K	﹤0.01%	1090

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

CoreCap Advisors's FPX Position: Q2 2026 in Review

CoreCap Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 114 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

CoreCap Advisors first reported a position in FPX in Q4 2021 and has held it in 12 quarters since. The position peaked at $38K in Q4 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

CoreCap Advisors held 114 shares of First Trust US Equity Opportunities ETF worth $23.5K as of Q2 2026.
CoreCap Advisors left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1733 holding.
CoreCap Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's First Trust US Equity Opportunities ETF position peaked at $38K in Q4 2021.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.