Family Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Family Capital Management’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	Hold	1,588	–	–	0.13%	84
2026 Q1	$252K	Sell	1,588 -739	-32%	-$122K	0.11%	87
2025 Q4	$381K	Hold	2,327	–	–	0.17%	71
2025 Q3	$387K	Hold	2,327	–	–	0.18%	72
2025 Q2	$337K	Hold	2,327	–	–	0.18%	72
2025 Q1	$260K	Hold	2,327	–	–	0.16%	63
2024 Q4	$278K	Sell	2,327 -212	-8%	-$25.4K	0.17%	56
2024 Q3	$280K	Hold	2,539	–	–	0.18%	58
2024 Q2	$252K	Hold	2,539	–	–	0.17%	59
2024 Q1	$269K	Sell	2,539 -26	-1%	-$2.57K	0.19%	57
2023 Q4	$246K	Sell	2,565 -236	-8%	-$20.3K	0.17%	56
2023 Q3	$235K	Sell	2,801 -435	-13%	-$38.2K	0.16%	64
2023 Q2	$285K	Hold	3,236	–	–	0.18%	58
2023 Q1	$272K	Sell	3,236 -608	-16%	-$50.4K	0.12%	55
2022 Q4	$302K	Buy	+3,844	New	+$321K	0.2%	53

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

Family Capital Management's FPX Position: Q2 2026 in Review

Family Capital Management held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,588 shares worth $327K. The position accounts for 0.13% of the portfolio, ranked #84.

Family Capital Management first reported a position in FPX in Q4 2022 and has held it in 15 quarters since. The position peaked at $387K in Q3 2025. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Family Capital Management held 1,588 shares of First Trust US Equity Opportunities ETF worth $327K as of Q2 2026.
Family Capital Management left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.13% of Family Capital Management's portfolio in Q2 2026, its #84 holding.
Family Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
Family Capital Management's First Trust US Equity Opportunities ETF position peaked at $387K in Q3 2025.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.