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IFG Advisory’s First Trust US Equity Opportunities ETF FPX Stock Holding History

IFG Advisory’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 		– Sell
-17,693
Closed -$2.89M – 518
2025
Q4 		$2.89M Buy
17,693
+1,465
+9% +$241K 0.13% 199
2025
Q3 		$2.7M Buy
16,228
+7,965
+96% +$1.21M 0.12% 194
2025
Q2 		$1.2M Buy
8,263
+2,458
+42% +$312K 0.06% 304
2025
Q1 		$649K Buy
5,805
+1
+0% +$124 0.04% 380
2024
Q4 		$694K Buy
+5,804
New +$695K 0.04% 353
2024
Q3 		– Sell
-6,668
Closed -$662K – 464
2024
Q2 		$662K Buy
+6,668
New +$672K 0.04% 351
2024
Q1 		– Sell
-6,900
Closed -$662K – 443
2023
Q4 		$662K Sell
6,900
-249
-3% -$21.5K 0.05% 318
2023
Q3 		$600K Buy
+7,149
New +$628K 0.05% 312
2023
Q2 		– Sell
-8,948
Closed -$752K – 376
2023
Q1 		$752K Sell
8,948
-133
-1% -$11K 0.07% 252
2022
Q4 		$714K Sell
9,081
-186
-2% -$15.6K 0.07% 255
2022
Q3 		$750K Sell
9,267
-584
-6% -$51.3K 0.07% 255
2022
Q2 		$809K Sell
9,851
-2,501
-20% -$233K 0.09% 228
2022
Q1 		$1.35M Sell
12,352
-490
-4% -$52.3K 0.14% 173
2021
Q4 		$1.57M Sell
12,842
-4,025
-24% -$510K 0.15% 150
2021
Q3 		$2.08M Sell
16,867
-317
-2% -$40.3K 0.22% 113
2021
Q2 		$2.19M Sell
17,184
-24,718
-59% -$3.01M 0.24% 101
2021
Q1 		$4.99M Buy
41,902
+1,389
+3% +$175K 0.62% 30
2020
Q4 		$4.79M Buy
40,513
+728
+2% +$78.9K 0.66% 27
2020
Q3 		$3.84M Buy
39,785
+858
+2% +$78.3K 0.62% 31
2020
Q2 		$3.26M Sell
38,927
-919
-2% -$69.4K 0.59% 38
2020
Q1 		$2.51M Sell
39,846
-639
-2% -$49.3K 0.56% 40
2019
Q4 		$3.25M Buy
40,485
+492
+1% +$38.2K 0.59% 33
2019
Q3 		$3.03M Buy
+39,993
New +$3.15M 0.59% 35

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

IFG Advisory's FPX Position: Q1 2026 in Review

IFG Advisory sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2026, closing a stake of 17,693 shares — an estimated $2.89M sold.

IFG Advisory first reported a position in FPX in Q3 2019 and held it in 23 quarters. The position peaked at $4.99M in Q1 2021. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • IFG Advisory reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 17,693 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $2.89M.
  • IFG Advisory first reported a position in First Trust US Equity Opportunities ETF in Q3 2019 and held it in 23 quarters.
  • IFG Advisory's First Trust US Equity Opportunities ETF position peaked at $4.99M in Q1 2021.
  • 210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.