Insigneo Advisory Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Insigneo Advisory Services’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	$659K	Buy	3,194 +238	+8%	+$44.1K	0.02%	410
2026 Q1	$469K	Sell	2,956 -265	-8%	-$43.6K	0.03%	395
2025 Q4	$527K	Buy	3,221 +1,644	+104%	+$270K	0.04%	357
2025 Q3	$262K	Hold	1,577	–	–	0.02%	548
2025 Q2	$229K	Buy	+1,577	New	+$200K	0.02%	533
2025 Q1	–	Sell	-1,813	Closed	-$217K	–	659
2024 Q4	$217K	Sell	1,813 -3,610	-67%	-$432K	0.02%	509
2024 Q3	$598K	Sell	5,423 -1,113	-17%	-$113K	0.06%	276
2024 Q2	$603K	Sell	6,536 -1,303	-17%	-$131K	0.07%	253
2024 Q1	$829K	Sell	7,839 -1,600	-17%	-$158K	0.1%	186
2023 Q4	$905K	Sell	9,439 -264	-3%	-$22.8K	0.13%	155
2023 Q3	$815K	Sell	9,703 -58	-0.6%	-$5.1K	0.17%	127
2023 Q2	$861K	Buy	9,761 +4,976	+104%	+$413K	0.17%	127
2023 Q1	$402K	Sell	4,785 -266	-5%	-$22K	0.13%	171
2022 Q4	$397K	Buy	+5,051	New	+$422K	0.15%	151

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

Insigneo Advisory Services's FPX Position: Q2 2026 in Review

Insigneo Advisory Services increased its First Trust US Equity Opportunities ETF (FPX) stake by 8.1% in Q2 2026, buying an estimated $44.1K and bringing the position to 3,194 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #410.

Insigneo Advisory Services first reported a position in FPX in Q4 2022 and has held it in 14 quarters since. The position peaked at $905K in Q4 2023. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Insigneo Advisory Services held 3,194 shares of First Trust US Equity Opportunities ETF worth $659K as of Q2 2026.
Insigneo Advisory Services bought 238 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $44.1K.
First Trust US Equity Opportunities ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #410 holding.
Insigneo Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's First Trust US Equity Opportunities ETF position peaked at $905K in Q4 2023.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

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