Global Retirement Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Global Retirement 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	$72.8K	Buy	+353	New	+$65.4K	﹤0.01%	2274
2025 Q4	$37.6K	Hold	230	–	–	﹤0.01%	2519
2025 Q3	$38.2K	Hold	230	–	–	﹤0.01%	2054
2025 Q2	$33.3K	Buy	+230	New	+$29.2K	﹤0.01%	1999
2024 Q4	$60.6K	Buy	507 +30	+6%	+$3.59K	﹤0.01%	1529
2024 Q3	$52.6K	Hold	477	–	–	﹤0.01%	1529
2024 Q2	$47.4K	Hold	477	–	–	﹤0.01%	1565
2024 Q1	$50.5K	Buy	477 +59	+14%	+$5.83K	﹤0.01%	1406
2023 Q4	$38.6K	Hold	418	–	–	﹤0.01%	1481
2023 Q3	$34.2K	Hold	418	–	–	﹤0.01%	1435
2023 Q2	$36.9K	Hold	418	–	–	﹤0.01%	1418
2023 Q1	$33.4K	Hold	418	–	–	﹤0.01%	1412
2022 Q4	$32.9K	Hold	418	–	–	﹤0.01%	1264
2022 Q3	$36K	Buy	418 +70	+20%	+$6.15K	﹤0.01%	1144
2022 Q2	$29K	Hold	348	–	–	﹤0.01%	1204
2022 Q1	$30K	Buy	+348	New	+$37.1K	﹤0.01%	1193
2021 Q4	–	Sell	-348	Closed	-$43K	–	784
2021 Q3	$43K	Hold	348	–	–	﹤0.01%	904
2021 Q2	$44K	Hold	348	–	–	﹤0.01%	904
2021 Q1	$41K	Hold	348	–	–	﹤0.01%	855
2020 Q4	$41K	Buy	348 +40	+13%	+$4.33K	0.01%	795
2020 Q3	$30K	Buy	+308	New	+$28.1K	﹤0.01%	785
2019 Q2	–	Sell	-666	Closed	-$50K	–	1632
2019 Q1	$50K	Hold	666	–	–	0.01%	544
2018 Q4	$41K	Hold	666	–	–	0.01%	544
2018 Q3	$49K	Hold	666	–	–	0.01%	573
2018 Q2	$48K	Hold	666	–	–	0.01%	551
2018 Q1	$46K	Hold	666	–	–	0.01%	545
2017 Q4	$45K	Hold	666	–	–	0.01%	518
2017 Q3	$43K	Buy	666 +1	+0.2%	+$61	0.02%	465
2017 Q2	$40K	Buy	665 +1	+0.2%	+$59	0.02%	456
2017 Q1	$38K	Buy	664 +2	+0.3%	+$113	0.02%	420
2016 Q4	$36K	Buy	+662	New	+$35.4K	0.02%	398

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

Global Retirement Partners's FPX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 353 shares worth $72.8K. The stake represents ﹤0.01% of the portfolio and ranks #2274 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FPX as recently as Q4 2025.

Global Retirement Partners first reported a position in FPX in Q4 2016 and has held it in 31 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Global Retirement Partners held 353 shares of First Trust US Equity Opportunities ETF worth $72.8K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Global Retirement Partners position in Q2 2026.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2274 holding.
Global Retirement Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2016 and has held it in 31 quarters since.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.