Independent Advisor Alliance’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Independent Advisor Alliance’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	–	Sell	-3,994	Closed	-$634K	–	1250
2026 Q1	$634K	Buy	+3,994	New	+$657K	0.01%	1023
2025 Q1	–	Sell	-2,704	Closed	-$323K	–	990
2024 Q4	$323K	Buy	+2,704	New	+$324K	﹤0.01%	1107
2020 Q1	–	Sell	-3,658	Closed	-$294K	–	552
2019 Q4	$294K	Buy	+3,658	New	+$284K	0.01%	684

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

Independent Advisor Alliance's FPX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2026, closing a stake of 3,994 shares — an estimated $634K sold.

Independent Advisor Alliance first reported a position in FPX in Q4 2019 and held it in 3 quarters. The position peaked at $634K in Q1 2026. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 3,994 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $634K.
Independent Advisor Alliance first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's First Trust US Equity Opportunities ETF position peaked at $634K in Q1 2026.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.