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
Q2 		$370K Hold
1,795
– – ﹤0.01% 460
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 $1.89T 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

Financial Engines Advisors's FPX Position: Q2 2026 in Review

Financial Engines Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,795 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Financial Engines Advisors first reported a position in FPX in Q2 2025 and has held it in 5 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Financial Engines Advisors held 1,795 shares of First Trust US Equity Opportunities ETF worth $370K as of Q2 2026.
  • Financial Engines Advisors left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #460 holding.
  • Financial Engines Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.