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Hershey Financial Advisers’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Hershey Financial Advisers’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 		$697K Buy
+3,382
New +$627K 0.5% 54
2025
Q3 		– Sell
-3,082
Closed -$447K – 81
2025
Q2 		$447K Buy
+3,082
New +$391K 0.4% 62

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

Hershey Financial Advisers's FPX Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 3,382 shares worth $697K. The stake represents 0.5% of the portfolio and ranks #54 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in FPX as recently as Q2 2025.

Hershey Financial Advisers first reported a position in FPX in Q2 2025 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Hershey Financial Advisers held 3,382 shares of First Trust US Equity Opportunities ETF worth $697K as of Q2 2026.
  • First Trust US Equity Opportunities ETF was a new Hershey Financial Advisers position in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.5% of Hershey Financial Advisers's portfolio in Q2 2026, its #54 holding.
  • Hershey Financial Advisers first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.