Financial Engines Advisors
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Financial Engines Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Financial Engines 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
Q1 		$285K Sell
1,795
-8
-0.4% -$1.32K ﹤0.01% 476
2025
Q4 		$295K Buy
1,803
+20
+1% +$3.29K ﹤0.01% 473
2025
Q3 		$296K Hold
1,783
– – ﹤0.01% 471
2025
Q2 		$258K Buy
+1,783
New +$226K ﹤0.01% 470

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Engines Advisors's FPX Position: Q1 2026 in Review

Financial Engines Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.44% in Q1 2026, selling an estimated $1.32K and leaving 1,795 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Financial Engines Advisors first reported a position in FPX in Q2 2025 and has held it in 4 quarters since. The position peaked at $296K in Q3 2025. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • Financial Engines Advisors held 1,795 shares of First Trust US Equity Opportunities ETF worth $285K as of Q1 2026.
  • Financial Engines Advisors sold 8 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $1.32K.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #476 holding.
  • Financial Engines Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's First Trust US Equity Opportunities ETF position peaked at $296K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.