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 Q2	$2.77M	Buy	+13,428	New	+$2.49M	0.1%	228
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFG Advisory's FPX Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 13,428 shares worth $2.77M. The stake represents 0.1% of the portfolio and ranks #228 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FPX as recently as Q4 2025.

IFG Advisory first reported a position in FPX in Q3 2019 and has held it in 24 quarters since. The position peaked at $4.99M in Q1 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

IFG Advisory held 13,428 shares of First Trust US Equity Opportunities ETF worth $2.77M as of Q2 2026.
First Trust US Equity Opportunities ETF was a new IFG Advisory position in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.1% of IFG Advisory's portfolio in Q2 2026, its #228 holding.
IFG Advisory first reported a position in First Trust US Equity Opportunities ETF in Q3 2019 and has held it in 24 quarters since.
IFG Advisory's First Trust US Equity Opportunities ETF position peaked at $4.99M in Q1 2021.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.