HI
FPX icon

Harbour Investments’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Harbour Investments’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 		$6.73M Sell
32,630
-2,018
-6% -$374K 0.09% 210
2026
Q1 		$5.5M Buy
34,648
+5,047
+17% +$830K 0.08% 223
2025
Q4 		$4.84M Buy
29,601
+930
+3% +$153K 0.1% 201
2025
Q3 		$4.76M Sell
28,671
-13
-0% -$1.98K 0.11% 178
2025
Q2 		$4.16M Buy
28,684
+290
+1% +$36.8K 0.11% 179
2025
Q1 		$3.17M Sell
28,394
-782
-3% -$97.3K 0.09% 197
2024
Q4 		$3.49M Sell
29,176
-1,687
-5% -$202K 0.1% 176
2024
Q3 		$3.4M Sell
30,863
-1,114
-3% -$113K 0.1% 167
2024
Q2 		$3.18M Sell
31,977
-181
-0.6% -$18.3K 0.11% 179
2024
Q1 		$3.4M Sell
32,158
-294
-0.9% -$29.1K 0.12% 162
2023
Q4 		$3.11M Sell
32,452
-646
-2% -$55.7K 0.13% 149
2023
Q3 		$2.78M Sell
33,098
-2,241
-6% -$197K 0.14% 144
2023
Q2 		$3.12M Sell
35,339
-2,841
-7% -$236K 0.15% 130
2023
Q1 		$3.21M Sell
38,180
-2,733
-7% -$226K 0.18% 109
2022
Q4 		$3.22M Sell
40,913
-3,465
-8% -$290K 0.2% 91
2022
Q3 		$3.65M Hold
44,378
– – 0.25% 68
2022
Q2 		$3.65M Buy
+44,378
New +$4.13M 0.25% 68
2021
Q4 		$7.78M Sell
63,475
-24,619
-28% -$3.12M 0.46% 39
2021
Q3 		$10.9M Sell
88,094
-2,060
-2% -$262K 0.35% 55
2021
Q2 		$11.5M Sell
90,154
-52,892
-37% -$6.45M 0.37% 53
2021
Q1 		$17M Buy
+143,046
New +$18M 0.61% 32

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

Harbour Investments's FPX Position: Q2 2026 in Review

Harbour Investments reduced its First Trust US Equity Opportunities ETF (FPX) stake by 5.8% in Q2 2026, selling an estimated $374K and leaving 32,630 shares worth $6.73M. The position accounts for 0.09% of the portfolio, ranked #210.

Harbour Investments first reported a position in FPX in Q1 2021 and has held it in 21 quarters since. The position peaked at $17M in Q1 2021. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Harbour Investments held 32,630 shares of First Trust US Equity Opportunities ETF worth $6.73M as of Q2 2026.
  • Harbour Investments sold 2,018 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $374K.
  • First Trust US Equity Opportunities ETF made up 0.09% of Harbour Investments's portfolio in Q2 2026, its #210 holding.
  • Harbour Investments first reported a position in First Trust US Equity Opportunities ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's First Trust US Equity Opportunities ETF position peaked at $17M in Q1 2021.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.