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IFP Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

IFP Advisors’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 		$41.2K Hold
200
– – ﹤0.01% 2524
2026
Q1 		$31.8K Hold
200
– – ﹤0.01% 2515
2025
Q4 		$32.7K Sell
200
-155
-44% -$25.5K ﹤0.01% 2438
2025
Q3 		$59K Hold
355
– – ﹤0.01% 1994
2025
Q2 		$51.4K Hold
355
– – ﹤0.01% 2034
2025
Q1 		$39.7K Buy
355
+30
+9% +$3.73K ﹤0.01% 1996
2024
Q4 		$38.8K Hold
325
– – ﹤0.01% 1941
2024
Q3 		$35.8K Hold
325
– – ﹤0.01% 1880
2024
Q2 		$32.3K Hold
325
– – ﹤0.01% 1860
2024
Q1 		$34.4K Sell
325
-140
-30% -$13.8K ﹤0.01% 1734
2023
Q4 		$44.6K Sell
465
-301
-39% -$26K ﹤0.01% 1584
2023
Q3 		$64.3K Hold
766
– – ﹤0.01% 1454
2023
Q2 		$67.5K Buy
766
+47
+7% +$3.9K ﹤0.01% 1482
2023
Q1 		$30.9K Sell
719
-13,286
-95% -$1.1M ﹤0.01% 1814
2022
Q4 		$606K Sell
14,005
-8,354
-37% -$698K 0.02% 811
2022
Q3 		$1.01M Hold
22,359
– – 0.03% 635
2022
Q2 		$1.01M Hold
22,359
– – 0.03% 577
2022
Q1 		$1.01M Buy
22,359
+20,245
+958% +$2.16M 0.03% 577
2021
Q4 		$264K Sell
2,114
-27
-1% -$3.42K 0.01% 828
2021
Q3 		$264K Sell
2,141
-148
-6% -$18.8K 0.01% 825
2021
Q2 		$291K Sell
2,289
-680
-23% -$82.9K 0.01% 737
2021
Q1 		$353K Buy
2,969
+852
+40% +$107K 0.01% 622
2020
Q4 		$249K Sell
2,117
-809
-28% -$87.6K 0.01% 722
2020
Q3 		$282K Buy
2,926
+451
+18% +$41.1K 0.02% 589
2020
Q2 		$205K Buy
2,475
+334
+16% +$25.2K 0.02% 659
2020
Q1 		$137K Buy
2,141
+1,616
+308% +$125K 0.01% 711
2019
Q4 		$42K Sell
525
-83,322
-99% -$6.47M ﹤0.01% 1326
2019
Q3 		$6.32M Buy
+83,847
New +$6.6M 0.42% 52
2019
Q1 		$279K Sell
3,733
-5,136
-58% -$362K 0.04% 398
2018
Q4 		$545K Sell
8,869
-2,697
-23% -$181K 0.03% 524
2018
Q3 		$859K Sell
11,566
-13,724
-54% -$1.01M 0.04% 476
2018
Q2 		$1.81M Buy
25,290
+4,159
+20% +$294K 0.08% 269
2018
Q1 		$1.44M Hold
21,131
– – 0.07% 302
2017
Q4 		$1.44M Sell
21,131
-3,955
-16% -$263K 0.07% 303
2017
Q3 		$1.6M Buy
25,086
+5,995
+31% +$367K 0.06% 313
2017
Q2 		$1.14M Buy
19,091
+6,010
+46% +$353K 0.05% 393
2017
Q1 		$751K Buy
13,081
+4,754
+57% +$268K 0.03% 516
2016
Q4 		$451K Buy
8,327
+122
+1% +$6.52K 0.02% 657
2016
Q3 		$446K Sell
8,205
-964
-11% -$51.4K 0.02% 609
2016
Q2 		$463K Buy
9,169
+5,436
+146% +$275K 0.03% 574
2016
Q1 		$279K Sell
3,733
-5,544
-60% -$262K 0.04% 398
2015
Q4 		$474K Buy
+9,277
New +$479K 0.03% 514

Other funds holding FPX

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

IFP Advisors's FPX Position: Q2 2026 in Review

IFP Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 200 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

IFP Advisors first reported a position in FPX in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.32M in Q3 2019. 59 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • IFP Advisors held 200 shares of First Trust US Equity Opportunities ETF worth $41.2K as of Q2 2026.
  • IFP Advisors left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2524 holding.
  • IFP Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's First Trust US Equity Opportunities ETF position peaked at $6.32M in Q3 2019.
  • 59 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.