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Harvest Investment Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Harvest Investment Services’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
Q1 		$244K Buy
1,538
+232
+18% +$38.2K 0.04% 296
2025
Q4 		$214K Buy
+1,306
New +$214K 0.04% 302

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harvest Investment Services's FPX Position: Q1 2026 in Review

Harvest Investment Services increased its First Trust US Equity Opportunities ETF (FPX) stake by 18% in Q1 2026, buying an estimated $38.2K and bringing the position to 1,538 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #296.

Harvest Investment Services first reported a position in FPX in Q4 2025 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • Harvest Investment Services held 1,538 shares of First Trust US Equity Opportunities ETF worth $244K as of Q1 2026.
  • Harvest Investment Services bought 232 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $38.2K.
  • First Trust US Equity Opportunities ETF made up 0.04% of Harvest Investment Services's portfolio in Q1 2026, its #296 holding.
  • Harvest Investment Services first reported a position in First Trust US Equity Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.