Corient Private Wealth
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Corient Private Wealth’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Corient Private Wealth’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 		$567K Buy
2,753
+307
+13% +$56.9K ﹤0.01% 2136
2026
Q1 		$388K Buy
2,446
+307
+14% +$50.5K ﹤0.01% 2170
2025
Q4 		$350K Buy
2,139
+10
+0.5% +$1.64K ﹤0.01% 2068
2025
Q3 		$354K Sell
2,129
-657
-24% -$100K ﹤0.01% 2015
2025
Q2 		$404K Buy
2,786
+206
+8% +$26.1K ﹤0.01% 1818
2025
Q1 		$288K Sell
2,580
-200
-7% -$24.9K ﹤0.01% 1877
2024
Q4 		$332K Sell
2,780
-305
-10% -$36.5K ﹤0.01% 1840
2024
Q3 		$340K Sell
3,085
-2,240
-42% -$228K ﹤0.01% 1955
2024
Q2 		$529K Hold
5,325
– – ﹤0.01% 1608
2024
Q1 		$563K Sell
5,325
-800
-13% -$79.1K ﹤0.01% 1576
2023
Q4 		$587K Sell
6,125
-540
-8% -$46.6K ﹤0.01% 1532
2023
Q3 		$560K Buy
+6,665
New +$586K ﹤0.01% 1433

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Corient Private Wealth's FPX Position: Q2 2026 in Review

Corient Private Wealth increased its First Trust US Equity Opportunities ETF (FPX) stake by 13% in Q2 2026, buying an estimated $56.9K and bringing the position to 2,753 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Corient Private Wealth first reported a position in FPX in Q3 2023 and has held it in 12 quarters since. The position peaked at $587K in Q4 2023. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Corient Private Wealth held 2,753 shares of First Trust US Equity Opportunities ETF worth $567K as of Q2 2026.
  • Corient Private Wealth bought 307 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $56.9K.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2136 holding.
  • Corient Private Wealth first reported a position in First Trust US Equity Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's First Trust US Equity Opportunities ETF position peaked at $587K in Q4 2023.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.