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

Everest 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	$202K	Buy	+982	New	+$182K	0.03%	204

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

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

Everest Financial Group opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 982 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings.

232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Everest Financial Group held 982 shares of First Trust US Equity Opportunities ETF worth $202K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Everest Financial Group position in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #204 holding.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.