Farther Finance Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Farther Finance Advisors’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	$217K	Buy	1,051 +125	+13%	+$23.2K	﹤0.01%	2187
2026 Q1	$149K	Hold	926	–	–	﹤0.01%	2228
2025 Q4	$151K	Sell	926 -7,318	-89%	-$1.2M	﹤0.01%	2090
2025 Q3	$1.37M	Buy	8,244 +7,413	+892%	+$1.13M	0.02%	591
2025 Q2	$120K	Hold	831	–	–	﹤0.01%	1666
2025 Q1	$94K	Buy	831 +722	+662%	+$89.8K	﹤0.01%	1574
2024 Q4	$13K	Buy	+109	New	+$13.1K	﹤0.01%	2273
2023 Q1	–	Sell	-35	Closed	-$2.75K	–	2378
2022 Q4	$2.75K	Buy	+35	New	+$2.93K	﹤0.01%	1339

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

Farther Finance Advisors's FPX Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust US Equity Opportunities ETF (FPX) stake by 13% in Q2 2026, buying an estimated $23.2K and bringing the position to 1,051 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Farther Finance Advisors first reported a position in FPX in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.37M in Q3 2025. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Farther Finance Advisors held 1,051 shares of First Trust US Equity Opportunities ETF worth $217K as of Q2 2026.
Farther Finance Advisors bought 125 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $23.2K.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2187 holding.
Farther Finance Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2022 and has held it in 8 quarters since.
Farther Finance Advisors's First Trust US Equity Opportunities ETF position peaked at $1.37M in Q3 2025.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.