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IHT Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

IHT Wealth Management’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 		$989K Buy
4,796
+938
+24% +$174K 0.02% 601
2026
Q1 		$613K Sell
3,858
-3,050
-44% -$502K 0.01% 754
2025
Q4 		$1.13M Buy
6,908
+23
+0.3% +$3.78K 0.03% 508
2025
Q3 		$1.14M Buy
6,885
+51
+0.7% +$7.76K 0.03% 498
2025
Q2 		$990K Buy
6,834
+2
+0% +$254 0.03% 503
2025
Q1 		$763K Sell
6,832
-102
-1% -$12.7K 0.02% 545
2024
Q4 		$829K Buy
6,934
+156
+2% +$18.7K 0.03% 520
2024
Q3 		$747K Buy
6,778
+50
+0.7% +$5.08K 0.02% 586
2024
Q2 		$668K Sell
6,728
-322
-5% -$32.5K 0.02% 548
2024
Q1 		$746K Buy
7,050
+186
+3% +$18.4K 0.03% 506
2023
Q4 		$658K Sell
6,864
-307
-4% -$26.5K 0.03% 512
2023
Q3 		$602K Sell
7,171
-264
-4% -$23.2K 0.03% 495
2023
Q2 		$656K Sell
7,435
-249
-3% -$20.7K 0.03% 459
2023
Q1 		$646K Sell
7,684
-321
-4% -$26.6K 0.04% 429
2022
Q4 		$630K Sell
8,005
-158
-2% -$13.2K 0.04% 421
2022
Q3 		$661K Sell
8,163
-2
-0% -$176 0.05% 377
2022
Q2 		$671K Sell
8,165
-171
-2% -$15.9K 0.06% 309
2022
Q1 		$909K Buy
8,336
+3,477
+72% +$371K 0.07% 272
2021
Q4 		$595K Sell
4,859
-130
-3% -$16.5K 0.04% 385
2021
Q3 		$616K Buy
4,989
+68
+1% +$8.64K 0.05% 361
2021
Q2 		$627K Sell
4,921
-477
-9% -$58.2K 0.04% 451
2021
Q1 		$643K Buy
5,398
+618
+13% +$77.7K 0.05% 381
2020
Q4 		$566K Sell
4,780
-416
-8% -$45.1K 0.05% 366
2020
Q3 		$502K Sell
5,196
-1,718
-25% -$157K 0.05% 347
2020
Q2 		$579K Buy
6,914
+639
+10% +$48.2K 0.08% 262
2020
Q1 		$395K Buy
6,275
+147
+2% +$11.3K 0.06% 325
2019
Q4 		$492K Sell
6,128
-1,543
-20% -$120K 0.06% 331
2019
Q3 		$582K Sell
7,671
-4,382
-36% -$345K 0.08% 291
2019
Q2 		$939K Buy
12,053
+6,463
+116% +$491K 0.14% 166
2019
Q1 		$419K Sell
5,590
-2,639
-32% -$186K 0.07% 295
2018
Q4 		$511K Sell
8,229
-2,123
-21% -$142K 0.1% 243
2018
Q3 		$769K Buy
10,352
+184
+2% +$13.6K 0.17% 156
2018
Q2 		$726K Buy
10,168
+1,467
+17% +$104K 0.19% 147
2018
Q1 		$581K Buy
8,701
+1,327
+18% +$94.2K 0.16% 166
2017
Q4 		$517K Buy
7,374
+4,061
+123% +$270K 0.14% 188
2017
Q3 		$214K Sell
3,313
-73,469
-96% -$4.5M 0.09% 232
2017
Q2 		$39K Sell
76,782
-18,777
-20% -$1.1M 0.02% 573
2017
Q1 		$5.01M Buy
95,559
+92,881
+3,468% +$5.24M 3.34% 1
2016
Q4 		$146K Buy
+2,678
New +$143K 0.11% 208

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

IHT Wealth Management's FPX Position: Q2 2026 in Review

IHT Wealth Management increased its First Trust US Equity Opportunities ETF (FPX) stake by 24% in Q2 2026, buying an estimated $174K and bringing the position to 4,796 shares worth $989K. The position accounts for 0.02% of the portfolio, ranked #601.

IHT Wealth Management first reported a position in FPX in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.01M in Q1 2017. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • IHT Wealth Management held 4,796 shares of First Trust US Equity Opportunities ETF worth $989K as of Q2 2026.
  • IHT Wealth Management bought 938 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $174K.
  • First Trust US Equity Opportunities ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #601 holding.
  • IHT Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2016 and has held it in 39 quarters since.
  • IHT Wealth Management's First Trust US Equity Opportunities ETF position peaked at $5.01M in Q1 2017.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.