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Golden State Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Golden State Wealth Management’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 		$3.69M Sell
17,916
-81
-0.5% -$15K 0.34% 68
2026
Q1 		$2.86M Sell
17,997
-441
-2% -$72.5K 0.31% 65
2025
Q4 		$3.02M Sell
18,438
-345
-2% -$56.7K 0.32% 62
2025
Q3 		$3.12M Sell
18,783
-597
-3% -$90.9K 0.34% 56
2025
Q2 		$2.81M Sell
19,380
-1,671
-8% -$212K 0.34% 55
2025
Q1 		$2.35M Sell
21,051
-231
-1% -$28.7K 0.35% 61
2024
Q4 		$2.54M Buy
+21,282
New +$2.55M 0.38% 56
2022
Q1 		$5.68M Sell
52,066
-2,646
-5% -$282K 1.11% 20
2021
Q4 		$6.7M Sell
54,712
-1,699
-3% -$215K 1.15% 21
2021
Q3 		$6.96M Sell
56,411
-982
-2% -$125K 1.51% 16
2021
Q2 		$7.32M Buy
57,393
+151
+0.3% +$18.4K 1.61% 13
2021
Q1 		$6.82M Buy
57,242
+990
+2% +$124K 2.25% 11
2020
Q4 		$6.66M Sell
56,252
-428
-0.8% -$46.4K 1.93% 11
2020
Q3 		$5.48M Buy
+56,680
New +$5.17M 1.83% 11
2020
Q2 		– Sell
-55,533
Closed -$3.5M – 496
2020
Q1 		$3.5M Buy
+55,533
New +$4.29M 1.54% 13
2019
Q4 		– Sell
-52,015
Closed -$3.94M – 367
2019
Q3 		$3.94M Buy
52,015
+2,162
+4% +$170K 1.3% 18
2019
Q2 		$3.88M Buy
49,853
+5,237
+12% +$398K 1.23% 18
2019
Q1 		$3.34M Buy
+44,616
New +$3.14M 1.12% 20

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

Golden State Wealth Management's FPX Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.45% in Q2 2026, selling an estimated $15K and leaving 17,916 shares worth $3.69M. The position accounts for 0.34% of the portfolio, ranked #68.

Golden State Wealth Management first reported a position in FPX in Q1 2019 and has held it in 18 quarters since. The position peaked at $7.32M in Q2 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Golden State Wealth Management held 17,916 shares of First Trust US Equity Opportunities ETF worth $3.69M as of Q2 2026.
  • Golden State Wealth Management sold 81 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $15K.
  • First Trust US Equity Opportunities ETF made up 0.34% of Golden State Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Golden State Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's First Trust US Equity Opportunities ETF position peaked at $7.32M in Q2 2021.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.