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Great Valley Advisor Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Great Valley Advisor Group’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 		$859K Buy
4,165
+335
+9% +$62.1K 0.01% 583
2026
Q1 		$608K Buy
+3,830
New +$630K 0.01% 622

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

Great Valley Advisor Group's FPX Position: Q2 2026 in Review

Great Valley Advisor Group increased its First Trust US Equity Opportunities ETF (FPX) stake by 8.7% in Q2 2026, buying an estimated $62.1K and bringing the position to 4,165 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #583.

Great Valley Advisor Group first reported a position in FPX in Q1 2026 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Great Valley Advisor Group held 4,165 shares of First Trust US Equity Opportunities ETF worth $859K as of Q2 2026.
  • Great Valley Advisor Group bought 335 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $62.1K.
  • First Trust US Equity Opportunities ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #583 holding.
  • Great Valley Advisor Group first reported a position in First Trust US Equity Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.