Dynamic Advisor Solutions’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Dynamic Advisor Solutions’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	$327K	Buy	1,588 +267	+20%	+$49.5K	0.01%	828
2026 Q1	$210K	Buy	1,321 +89	+7%	+$14.6K	0.01%	906
2025 Q4	$202K	Sell	1,232 -180	-13%	-$29.6K	0.01%	900
2025 Q3	$235K	Hold	1,412	–	–	0.01%	852
2025 Q2	$205K	Buy	+1,412	New	+$179K	0.01%	852
2025 Q1	–	Sell	-1,812	Closed	-$217K	–	862
2024 Q4	$217K	Sell	1,812 -150	-8%	-$18K	0.01%	606
2024 Q3	$216K	Buy	+1,962	New	+$199K	0.01%	859
2024 Q2	–	Sell	-1,922	Closed	-$203K	–	962
2024 Q1	$203K	Buy	+1,922	New	+$190K	0.01%	867
2020 Q1	–	Sell	-70,396	Closed	-$4.48M	–	529
2019 Q4	$4.48M	Buy	+70,396	New	+$5.47M	0.61%	35
2019 Q1	–	Sell	-43,845	Closed	-$2.65M	–	438
2018 Q4	$2.65M	Buy	+43,845	New	+$2.94M	0.56%	48

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

Dynamic Advisor Solutions's FPX Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its First Trust US Equity Opportunities ETF (FPX) stake by 20% in Q2 2026, buying an estimated $49.5K and bringing the position to 1,588 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #828.

Dynamic Advisor Solutions first reported a position in FPX in Q4 2018 and has held it in 10 quarters since. The position peaked at $4.48M in Q4 2019. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Dynamic Advisor Solutions held 1,588 shares of First Trust US Equity Opportunities ETF worth $327K as of Q2 2026.
Dynamic Advisor Solutions bought 267 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $49.5K.
First Trust US Equity Opportunities ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #828 holding.
Dynamic Advisor Solutions first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and has held it in 10 quarters since.
Dynamic Advisor Solutions's First Trust US Equity Opportunities ETF position peaked at $4.48M in Q4 2019.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.