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Integrated Wealth Concepts’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Integrated Wealth Concepts’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 		$83.2K Buy
+404
New +$74.9K ﹤0.01% 2961
2022
Q4 		– Sell
-3,198
Closed -$259K – 1048
2022
Q3 		$259K Buy
3,198
+4
+0.1% +$351 0.01% 783
2022
Q2 		$262K Sell
3,194
-336
-10% -$31.3K 0.01% 798
2022
Q1 		$385K Sell
3,530
-17
-0.5% -$1.81K 0.01% 653
2021
Q4 		$435K Buy
3,547
+7
+0.2% +$887 0.01% 640
2021
Q3 		$437K Buy
3,540
+184
+5% +$23.4K 0.01% 608
2021
Q2 		$428K Buy
3,356
+45
+1% +$5.49K 0.02% 562
2021
Q1 		$395K Sell
3,311
-124
-4% -$15.6K 0.02% 527
2020
Q4 		$406K Buy
3,435
+112
+3% +$12.1K 0.02% 450
2020
Q3 		$321K Buy
3,323
+707
+27% +$64.5K 0.02% 440
2020
Q2 		$219K Sell
2,616
-6,350
-71% -$479K 0.02% 468
2020
Q1 		$565K Buy
8,966
+205
+2% +$15.8K 0.05% 209
2019
Q4 		$704K Buy
8,761
+1,037
+13% +$80.5K 0.06% 212
2019
Q3 		$586K Buy
7,724
+1,424
+23% +$112K 0.07% 181
2019
Q2 		$491K Hold
6,300
– – 0.06% 184
2019
Q1 		$472K Hold
6,300
– – 0.08% 177
2018
Q4 		$391K Hold
6,300
– – 0.11% 150
2018
Q3 		$466K Hold
6,300
– – 0.14% 123
2018
Q2 		$452K Hold
6,300
– – 0.15% 122
2018
Q1 		$421K Hold
6,300
– – 0.17% 115
2017
Q4 		$442K Buy
+6,300
New +$418K 0.19% 102

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

Integrated Wealth Concepts's FPX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 404 shares worth $83.2K. The stake represents ﹤0.01% of the portfolio and ranks #2961 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FPX as recently as Q3 2022.

Integrated Wealth Concepts first reported a position in FPX in Q4 2017 and has held it in 21 quarters since. The position peaked at $704K in Q4 2019. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Integrated Wealth Concepts held 404 shares of First Trust US Equity Opportunities ETF worth $83.2K as of Q2 2026.
  • First Trust US Equity Opportunities ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2961 holding.
  • Integrated Wealth Concepts first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's First Trust US Equity Opportunities ETF position peaked at $704K in Q4 2019.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.