Focus Partners Wealth’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Focus Partners Wealth’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	$1.42M	Buy	6,886 +394	+6%	+$73K	﹤0.01%	1492
2026 Q1	$1.03M	Buy	6,492 +6	+0.1%	+$987	﹤0.01%	1609
2025 Q4	$1.06M	Buy	6,486 +481	+8%	+$79K	﹤0.01%	1614
2025 Q3	$991K	Buy	6,005 +1,790	+42%	+$272K	﹤0.01%	1290
2025 Q2	$611K	Buy	4,215 +200	+5%	+$25.4K	﹤0.01%	1333
2025 Q1	$449K	Sell	4,015 -10	-0.2%	-$1.24K	﹤0.01%	1390
2024 Q4	$481K	Sell	4,025 -475	-11%	-$56.9K	﹤0.01%	1352
2024 Q3	$496K	Buy	4,500 +500	+13%	+$50.8K	﹤0.01%	1155
2024 Q2	$397K	Buy	+4,000	New	+$403K	﹤0.01%	999

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

Focus Partners Wealth's FPX Position: Q2 2026 in Review

Focus Partners Wealth increased its First Trust US Equity Opportunities ETF (FPX) stake by 6.1% in Q2 2026, buying an estimated $73K and bringing the position to 6,886 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Focus Partners Wealth first reported a position in FPX in Q2 2024 and has held it in 9 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Focus Partners Wealth held 6,886 shares of First Trust US Equity Opportunities ETF worth $1.42M as of Q2 2026.
Focus Partners Wealth bought 394 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $73K.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1492 holding.
Focus Partners Wealth first reported a position in First Trust US Equity Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.