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

DHJJ Financial 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	$1.24K	Hold	6	–	–	﹤0.01%	800
2026 Q1	$953	Hold	6	–	–	﹤0.01%	824
2025 Q4	$982	Hold	6	–	–	﹤0.01%	787
2025 Q3	$997	Hold	6	–	–	﹤0.01%	760
2025 Q2	$870	Hold	6	–	–	﹤0.01%	752
2025 Q1	$671	Hold	6	–	–	﹤0.01%	726
2024 Q4	$718	Hold	6	–	–	﹤0.01%	685
2024 Q3	$662	Hold	6	–	–	﹤0.01%	676
2024 Q2	$597	Hold	6	–	–	﹤0.01%	637
2024 Q1	$635	Hold	6	–	–	﹤0.01%	619
2023 Q4	$576	Hold	6	–	–	﹤0.01%	611
2023 Q3	$504	Buy	+6	New	+$527	﹤0.01%	617

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

DHJJ Financial Advisors's FPX Position: Q2 2026 in Review

DHJJ Financial Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 6 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

DHJJ Financial Advisors first reported a position in FPX in Q3 2023 and has held it in 12 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

DHJJ Financial Advisors held 6 shares of First Trust US Equity Opportunities ETF worth $1.24K as of Q2 2026.
DHJJ Financial 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #800 holding.
DHJJ Financial Advisors first reported a position in First Trust US Equity Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.