First Heartland Consultants’s First Trust US Equity Opportunities ETF FPX Stock Holding History

First Heartland Consultants’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	$326K	Hold	1,582	–	–	0.02%	440
2026 Q1	$251K	Buy	1,582 +320	+25%	+$52.6K	0.02%	455
2025 Q4	$206K	Buy	+1,262	New	+$207K	0.02%	510
2022 Q2	–	Sell	-2,069	Closed	-$225K	–	360
2022 Q1	$225K	Sell	2,069 -775	-27%	-$82.6K	0.03%	312
2021 Q4	$348K	Buy	2,844 +42	+1%	+$5.32K	0.01%	247
2021 Q3	$346K	Buy	2,802 +215	+8%	+$27.3K	0.05%	251
2021 Q2	$330K	Sell	2,587 -140	-5%	-$17.1K	0.05%	271
2021 Q1	$325K	Buy	2,727 +700	+35%	+$88K	0.05%	270
2020 Q4	$240K	Sell	2,027 -120	-6%	-$13K	0.04%	289
2020 Q3	$207K	Sell	2,147 -431	-17%	-$39.3K	0.04%	273
2020 Q2	$216K	Buy	+2,578	New	+$195K	0.04%	254
2019 Q4	–	Sell	-5,985	Closed	-$454K	–	300
2019 Q3	$454K	Buy	+5,985	New	+$471K	0.1%	173
2017 Q2	–	Sell	-6,135	Closed	-$352K	–	342
2017 Q1	$352K	Sell	6,135 -949	-13%	-$53.6K	0.1%	235
2016 Q4	$383K	Sell	7,084 -3,203	-31%	-$171K	0.12%	217
2016 Q3	$559K	Buy	10,287 +34	+0.3%	+$1.81K	0.16%	157
2016 Q2	$518K	Sell	10,253 -980	-9%	-$49.6K	0.06%	154
2016 Q1	$562K	Buy	11,233 +25	+0.2%	+$1.18K	0.21%	126
2015 Q4	$573K	Buy	11,208 +42	+0.4%	+$2.17K	0.22%	122
2015 Q3	$544K	Buy	11,166 +189	+2%	+$10.1K	0.23%	123
2015 Q2	$599K	Buy	10,977 +5,252	+92%	+$287K	0.16%	120
2015 Q1	$308K	Buy	+5,725	New	+$294K	0.12%	188
2013 Q3	–	Sell	-68	Closed	-$2K	–	267
2013 Q2	$2K	Buy	+68	New	+$2.44K	﹤0.01%	389

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

First Heartland Consultants's FPX Position: Q2 2026 in Review

First Heartland Consultants held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,582 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #440.

First Heartland Consultants first reported a position in FPX in Q2 2013 and has held it in 22 quarters since. The position peaked at $599K in Q2 2015. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

First Heartland Consultants held 1,582 shares of First Trust US Equity Opportunities ETF worth $326K as of Q2 2026.
First Heartland Consultants left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #440 holding.
First Heartland Consultants first reported a position in First Trust US Equity Opportunities ETF in Q2 2013 and has held it in 22 quarters since.
First Heartland Consultants's First Trust US Equity Opportunities ETF position peaked at $599K in Q2 2015.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.