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Impact Partnership Wealth’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Impact Partnership Wealth’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 		$1.98M Sell
9,626
-3,973
-29% -$736K 0.19% 77
2026
Q1 		$2.16M Buy
13,599
+3,917
+40% +$644K 0.27% 49
2025
Q4 		$1.58M Buy
9,682
+732
+8% +$120K 0.2% 57
2025
Q3 		$1.49M Buy
8,950
+1,920
+27% +$292K 0.22% 50
2025
Q2 		$1.02M Sell
7,030
-4,119
-37% -$523K 0.19% 49
2025
Q1 		$1.25M Buy
11,149
+2,399
+27% +$298K 0.27% 40
2024
Q4 		$1.05M Buy
8,750
+2,574
+42% +$308K 0.21% 54
2024
Q3 		$681K Buy
6,176
+1,440
+30% +$146K 0.15% 78
2024
Q2 		$470K Buy
4,736
+149
+3% +$15K 0.12% 111
2024
Q1 		$485K Buy
4,587
+87
+2% +$8.6K 0.19% 77
2023
Q4 		$432K Sell
4,500
-11,398
-72% -$983K 0.16% 94
2023
Q3 		$1.34M Buy
+15,898
New +$1.4M 0.42% 29

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

Impact Partnership Wealth's FPX Position: Q2 2026 in Review

Impact Partnership Wealth reduced its First Trust US Equity Opportunities ETF (FPX) stake by 29% in Q2 2026, selling an estimated $736K and leaving 9,626 shares worth $1.98M. The position accounts for 0.19% of the portfolio, ranked #77.

Impact Partnership Wealth first reported a position in FPX in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q1 2026. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Impact Partnership Wealth held 9,626 shares of First Trust US Equity Opportunities ETF worth $1.98M as of Q2 2026.
  • Impact Partnership Wealth sold 3,973 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $736K.
  • First Trust US Equity Opportunities ETF made up 0.19% of Impact Partnership Wealth's portfolio in Q2 2026, its #77 holding.
  • Impact Partnership Wealth first reported a position in First Trust US Equity Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
  • Impact Partnership Wealth's First Trust US Equity Opportunities ETF position peaked at $2.16M in Q1 2026.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.