Fidelity Investments
FPX icon

Fidelity Investments’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Fidelity Investments’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 		$864K Buy
4,192
+252
+6% +$46.7K ﹤0.01% 3062
2026
Q1 		$626K Buy
3,940
+143
+4% +$23.5K ﹤0.01% 3037
2025
Q4 		$621K Buy
3,797
+161
+4% +$26.4K ﹤0.01% 3001
2025
Q3 		$604K Buy
3,636
+84
+2% +$12.8K ﹤0.01% 2972
2025
Q2 		$515K Buy
3,552
+115
+3% +$14.6K ﹤0.01% 2950
2025
Q1 		$384K Sell
3,437
-1,672
-33% -$208K ﹤0.01% 2993
2024
Q4 		$611K Buy
5,109
+208
+4% +$24.9K ﹤0.01% 2843
2024
Q3 		$540K Sell
4,901
-41
-0.8% -$4.17K ﹤0.01% 2822
2024
Q2 		$491K Sell
4,942
-47
-0.9% -$4.74K ﹤0.01% 2739
2024
Q1 		$528K Sell
4,989
-599
-11% -$59.2K ﹤0.01% 2698
2023
Q4 		$536K Buy
5,588
+2,147
+62% +$185K ﹤0.01% 2667
2023
Q3 		$289K Buy
3,441
+14
+0.4% +$1.23K ﹤0.01% 2766
2023
Q2 		$302K Buy
3,427
+320
+10% +$26.6K ﹤0.01% 2819
2023
Q1 		$261K Sell
3,107
-249
-7% -$20.6K ﹤0.01% 2893
2022
Q4 		$264K Sell
3,356
-68
-2% -$5.68K ﹤0.01% 2925
2022
Q3 		$277K Buy
3,424
+238
+7% +$20.9K ﹤0.01% 2952
2022
Q2 		$262K Buy
3,186
+283
+10% +$26.4K ﹤0.01% 3052
2022
Q1 		$317K Buy
2,903
+186
+7% +$19.8K ﹤0.01% 3126
2021
Q4 		$333K Sell
2,717
-487
-15% -$61.7K ﹤0.01% 2866
2021
Q3 		$395K Buy
3,204
+1,189
+59% +$151K ﹤0.01% 2848
2021
Q2 		$257K Sell
2,015
-26
-1% -$3.17K ﹤0.01% 2887
2021
Q1 		$243K Sell
2,041
-471
-19% -$59.2K ﹤0.01% 2789
2020
Q4 		$297K Sell
2,512
-399
-14% -$43.2K ﹤0.01% 2736
2020
Q3 		$281K Buy
2,911
+565
+24% +$51.5K ﹤0.01% 2646
2020
Q2 		$196K Sell
2,346
-4,291
-65% -$324K ﹤0.01% 2632
2020
Q1 		$418K Buy
6,637
+969
+17% +$74.8K ﹤0.01% 2462
2019
Q4 		$455K Buy
5,668
+325
+6% +$25.2K ﹤0.01% 2510
2019
Q3 		$405K Sell
5,343
-513
-9% -$40.4K ﹤0.01% 2549
2019
Q2 		$456K Buy
5,856
+5,308
+969% +$404K ﹤0.01% 2548
2019
Q1 		$41K Buy
+548
New +$38.6K ﹤0.01% 2819

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

Fidelity Investments's FPX Position: Q2 2026 in Review

Fidelity Investments increased its First Trust US Equity Opportunities ETF (FPX) stake by 6.4% in Q2 2026, buying an estimated $46.7K and bringing the position to 4,192 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

Fidelity Investments first reported a position in FPX in Q1 2019 and has held it in 30 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Fidelity Investments held 4,192 shares of First Trust US Equity Opportunities ETF worth $864K as of Q2 2026.
  • Fidelity Investments bought 252 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $46.7K.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3062 holding.
  • Fidelity Investments first reported a position in First Trust US Equity Opportunities ETF in Q1 2019 and has held it in 30 quarters since.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.