Cresset Asset Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Cresset Asset 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	$841K	Buy	4,078 +1,275	+45%	+$236K	﹤0.01%	977
2026 Q1	$445K	Buy	2,803 +159	+6%	+$26.1K	﹤0.01%	1114
2025 Q4	$433K	Buy	2,644 +1	+0%	+$164	﹤0.01%	1134
2025 Q3	$439K	Buy	2,643 +3	+0.1%	+$457	﹤0.01%	1083
2025 Q2	$383K	Sell	2,640 -204	-7%	-$25.9K	﹤0.01%	1039
2025 Q1	$318K	Hold	2,844	–	–	﹤0.01%	1278
2024 Q4	$340K	Buy	2,844 +1	+0%	+$120	﹤0.01%	1285
2024 Q3	$313K	Sell	2,843 -718	-20%	-$73K	﹤0.01%	1779
2024 Q2	$354K	Buy	3,561 +181	+5%	+$18.3K	﹤0.01%	1629
2024 Q1	$358K	Hold	3,380	–	–	﹤0.01%	1490
2023 Q4	$324K	Sell	3,380 -716	-17%	-$61.7K	﹤0.01%	1449
2023 Q3	$344K	Sell	4,096 -174	-4%	-$15.3K	﹤0.01%	1377
2023 Q2	$376K	Buy	+4,270	New	+$354K	﹤0.01%	1415
2019 Q2	–	Sell	-736	Closed	-$55K	–	901
2019 Q1	$55K	Buy	+736	New	+$51.8K	﹤0.01%	747

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

Cresset Asset Management's FPX Position: Q2 2026 in Review

Cresset Asset Management increased its First Trust US Equity Opportunities ETF (FPX) stake by 45% in Q2 2026, buying an estimated $236K and bringing the position to 4,078 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Cresset Asset Management first reported a position in FPX in Q1 2019 and has held it in 14 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Cresset Asset Management held 4,078 shares of First Trust US Equity Opportunities ETF worth $841K as of Q2 2026.
Cresset Asset Management bought 1,275 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $236K.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #977 holding.
Cresset Asset Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2019 and has held it in 14 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.