EH
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Equitable Holdings’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Equitable Holdings’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 		$3.15M Buy
15,275
+1,177
+8% +$218K 0.02% 596
2026
Q1 		$2.31M Buy
14,098
+369
+3% +$60.7K 0.01% 674
2025
Q4 		$2.25M Buy
13,729
+1,686
+14% +$277K 0.02% 600
2025
Q3 		$2M Buy
12,043
+9,476
+369% +$1.44M 0.01% 617
2025
Q2 		$372K Sell
2,567
-133
-5% -$16.9K ﹤0.01% 1112
2025
Q1 		$302K Buy
2,700
+381
+16% +$47.4K ﹤0.01% 1095
2024
Q4 		$277K Sell
2,319
-2,652
-53% -$318K ﹤0.01% 1071
2024
Q3 		$548K Sell
4,971
-494
-9% -$50.2K 0.01% 841
2024
Q2 		$543K Sell
5,465
-482
-8% -$48.6K 0.01% 808
2024
Q1 		$629K Sell
5,947
-758
-11% -$74.9K 0.01% 734
2023
Q4 		$643K Buy
6,705
+41
+0.6% +$3.54K 0.01% 696
2023
Q3 		$560K Sell
6,664
-110
-2% -$9.67K 0.01% 680
2023
Q2 		$597K Buy
6,774
+81
+1% +$6.72K 0.01% 649
2023
Q1 		$563K Sell
6,693
-340
-5% -$28.2K 0.01% 621
2022
Q4 		$553K Sell
7,033
-285
-4% -$23.8K 0.01% 583
2022
Q3 		$593K Buy
7,318
+98
+1% +$8.61K 0.01% 522
2022
Q2 		$593K Buy
7,220
+60
+0.8% +$5.59K 0.01% 527
2022
Q1 		$781K Buy
7,160
+330
+5% +$35.2K 0.01% 469
2021
Q4 		$837K Sell
6,830
-1,355
-17% -$172K 0.01% 437
2021
Q3 		$1.01M Sell
8,185
-210
-3% -$26.7K 0.02% 378
2021
Q2 		$1.07M Buy
8,395
+200
+2% +$24.4K 0.02% 355
2021
Q1 		$976K Buy
8,195
+100
+1% +$12.6K 0.02% 354
2020
Q4 		$958K Buy
8,095
+1,894
+31% +$205K 0.02% 330
2020
Q3 		$599K Buy
6,201
+107
+2% +$9.76K 0.02% 385
2020
Q2 		$511K Sell
6,094
-257
-4% -$19.4K 0.01% 398
2020
Q1 		$400K Sell
6,351
-2,005
-24% -$155K 0.01% 404
2019
Q4 		$671K Buy
+8,356
New +$649K 0.02% 352

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

Equitable Holdings's FPX Position: Q2 2026 in Review

Equitable Holdings increased its First Trust US Equity Opportunities ETF (FPX) stake by 8.3% in Q2 2026, buying an estimated $218K and bringing the position to 15,275 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #596.

Equitable Holdings first reported a position in FPX in Q4 2019 and has held it in 27 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Equitable Holdings held 15,275 shares of First Trust US Equity Opportunities ETF worth $3.15M as of Q2 2026.
  • Equitable Holdings bought 1,177 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $218K.
  • First Trust US Equity Opportunities ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #596 holding.
  • Equitable Holdings first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and has held it in 27 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.