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Country Trust Bank’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Country Trust Bank’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
Q1 		– Sell
-27
Closed -$4.42K – 598
2025
Q4 		$4.42K Hold
27
– – ﹤0.01% 427
2025
Q3 		$4.49K Hold
27
– – ﹤0.01% 439
2025
Q2 		$3.91K Hold
27
– – ﹤0.01% 398
2025
Q1 		$3.02K Buy
+27
New +$3.36K ﹤0.01% 310

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Country Trust Bank's FPX Position: Q1 2026 in Review

Country Trust Bank sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2026, closing a stake of 27 shares — an estimated $4.42K sold.

Country Trust Bank first reported a position in FPX in Q1 2025 and held it in 4 quarters. The position peaked at $4.49K in Q3 2025. 211 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • Country Trust Bank reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Country Trust Bank sold 27 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $4.42K.
  • Country Trust Bank first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and held it in 4 quarters.
  • Country Trust Bank's First Trust US Equity Opportunities ETF position peaked at $4.49K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Country Trust Bank's 13F filing for Q1 2026, filed 10 Apr 2026.