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Cornerstone Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Cornerstone Wealth Management’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 		$843K Sell
4,088
-72
-2% -$13.3K 0.04% 367
2026
Q1 		$661K Sell
4,160
-33
-0.8% -$5.43K 0.03% 387
2025
Q4 		$686K Sell
4,193
-34
-0.8% -$5.58K 0.04% 356
2025
Q3 		$702K Buy
4,227
+4
+0.1% +$609 0.04% 344
2025
Q2 		$612K Sell
4,223
-107
-2% -$13.6K 0.04% 350
2025
Q1 		$484K Sell
4,330
-1,737
-29% -$216K 0.03% 375
2024
Q4 		$725K Buy
6,067
+14
+0.2% +$1.68K 0.05% 290
2024
Q3 		$667K Sell
6,053
-150
-2% -$15.2K 0.05% 293
2024
Q2 		$616K Sell
6,203
-491
-7% -$49.5K 0.05% 290
2024
Q1 		$708K Sell
6,694
-2,303
-26% -$228K 0.06% 257
2023
Q4 		$863K Sell
8,997
-1,198
-12% -$103K 0.07% 222
2023
Q3 		$856K Sell
10,195
-829
-8% -$72.9K 0.08% 212
2023
Q2 		$972K Sell
11,024
-1,339
-11% -$111K 0.09% 186
2023
Q1 		$1.04M Buy
+12,363
New +$1.02M 0.1% 169
2022
Q3 		$1.18M Buy
14,503
+1,506
+12% +$132K 0.13% 138
2022
Q2 		$1.07M Sell
12,997
-529
-4% -$49.3K 0.12% 154
2022
Q1 		$1.48M Sell
13,526
-427
-3% -$45.5K 0.14% 134
2021
Q4 		$1.71M Sell
13,953
-893
-6% -$113K 0.16% 128
2021
Q3 		$1.83M Sell
14,846
-943
-6% -$120K 0.19% 114
2021
Q2 		$2.01M Sell
15,789
-129
-0.8% -$15.7K 0.21% 105
2021
Q1 		$1.9M Sell
15,918
-609
-4% -$76.5K 0.22% 100
2020
Q4 		$1.96M Sell
16,527
-1,603
-9% -$174K 0.25% 86
2020
Q3 		$1.75M Buy
18,130
+125
+0.7% +$11.4K 0.26% 76
2020
Q2 		$1.51M Sell
18,005
-1,586
-8% -$120K 0.24% 84
2020
Q1 		$1.23M Buy
19,591
+2,055
+12% +$159K 0.24% 83
2019
Q4 		$1.41M Buy
17,536
+3,175
+22% +$247K 0.23% 83
2019
Q3 		$1.09M Buy
14,361
+5,194
+57% +$409K 0.19% 107
2019
Q2 		$717K Buy
9,167
+857
+10% +$65.2K 0.13% 163
2019
Q1 		$818K Buy
8,310
+340
+4% +$23.9K 0.1% 209
2018
Q4 		$496K Buy
+7,970
New +$534K 0.11% 193
2018
Q1 		$589K Buy
8,845
+5,660
+178% +$402K 0.11% 179
2017
Q4 		$223K Buy
+3,185
New +$212K 0.04% 365

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

Cornerstone Wealth Management's FPX Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its First Trust US Equity Opportunities ETF (FPX) stake by 1.7% in Q2 2026, selling an estimated $13.3K and leaving 4,088 shares worth $843K. The position accounts for 0.04% of the portfolio, ranked #367.

Cornerstone Wealth Management first reported a position in FPX in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.01M in Q2 2021. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Cornerstone Wealth Management held 4,088 shares of First Trust US Equity Opportunities ETF worth $843K as of Q2 2026.
  • Cornerstone Wealth Management sold 72 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $13.3K.
  • First Trust US Equity Opportunities ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Cornerstone Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and has held it in 32 quarters since.
  • Cornerstone Wealth Management's First Trust US Equity Opportunities ETF position peaked at $2.01M in Q2 2021.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.