Ethos Financial Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Ethos Financial Group’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	–	Sell	-45,500	Closed	-$7.23M	–	656
2026 Q1	$7.23M	Buy	+45,500	New	+$7.48M	0.53%	51
2025 Q4	–	Sell	-2,041	Closed	-$339K	–	547
2025 Q3	$339K	Buy	+2,041	New	+$311K	0.03%	340
2023 Q4	–	Sell	-75,624	Closed	-$6.35M	–	279
2023 Q3	$6.35M	Buy	+75,624	New	+$6.65M	1.64%	25

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

Ethos Financial Group's FPX Position: Q2 2026 in Review

Ethos Financial Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2026, closing a stake of 45,500 shares — an estimated $7.23M sold.

Ethos Financial Group first reported a position in FPX in Q3 2023 and held it in 3 quarters. The position peaked at $7.23M in Q1 2026. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Ethos Financial Group reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Ethos Financial Group sold 45,500 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $7.23M.
Ethos Financial Group first reported a position in First Trust US Equity Opportunities ETF in Q3 2023 and held it in 3 quarters.
Ethos Financial Group's First Trust US Equity Opportunities ETF position peaked at $7.23M in Q1 2026.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.