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

Gateway Wealth Partners’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 		$1.33M Sell
6,469
-10,334
-62% -$1.91M 0.08% 248
2026
Q1 		$2.67M Buy
16,803
+9,089
+118% +$1.49M 0.1% 211
2025
Q4 		$1.26M Buy
+7,714
New +$1.27M 0.14% 160

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

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

Gateway Wealth Partners reduced its First Trust US Equity Opportunities ETF (FPX) stake by 62% in Q2 2026, selling an estimated $1.91M and leaving 6,469 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #248.

Gateway Wealth Partners first reported a position in FPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.67M in Q1 2026. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Gateway Wealth Partners held 6,469 shares of First Trust US Equity Opportunities ETF worth $1.33M as of Q2 2026.
  • Gateway Wealth Partners sold 10,334 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $1.91M.
  • First Trust US Equity Opportunities ETF made up 0.08% of Gateway Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • Gateway Wealth Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's First Trust US Equity Opportunities ETF position peaked at $2.67M in Q1 2026.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.