IRC
FPX icon

Investors Research Corp’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Investors Research Corp’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 		$901K Hold
4,371
– – 0.16% 108
2026
Q1 		$694K Sell
4,371
-903
-17% -$148K 0.13% 139
2025
Q4 		$863K Sell
5,274
-626
-11% -$103K 0.16% 123
2025
Q3 		$980K Sell
5,900
-200
-3% -$30.4K 0.18% 116
2025
Q2 		$884K Hold
6,100
– – 0.17% 121
2025
Q1 		$682K Hold
6,100
– – 0.15% 149
2024
Q4 		$729K Hold
6,100
– – 0.16% 148
2024
Q3 		$672K Sell
6,100
-55
-0.9% -$5.59K 0.15% 166
2024
Q2 		$611K Buy
6,155
+147
+2% +$14.8K 0.14% 176
2024
Q1 		$636K Buy
6,008
+449
+8% +$44.4K 0.15% 179
2023
Q4 		$533K Buy
5,559
+387
+7% +$33.4K 0.13% 205
2023
Q3 		$434K Buy
5,172
+124
+2% +$10.9K 0.11% 224
2023
Q2 		$445K Buy
5,048
+155
+3% +$12.9K 0.11% 228
2023
Q1 		$411K Buy
4,893
+335
+7% +$27.8K 0.11% 236
2022
Q4 		$359K Buy
4,558
+625
+16% +$52.3K 0.1% 249
2022
Q3 		$319K Buy
3,933
+873
+29% +$76.7K 0.1% 249
2022
Q2 		$251K Buy
3,060
+887
+41% +$82.6K 0.08% 281
2022
Q1 		$237K Buy
2,173
+652
+43% +$69.5K 0.07% 307
2021
Q4 		$186K Buy
1,521
+417
+38% +$52.9K 0.06% 322
2021
Q3 		$136K Buy
1,104
+309
+39% +$39.3K 0.05% 358
2021
Q2 		$101K Buy
795
+394
+98% +$48K 0.03% 399
2021
Q1 		$48K Buy
401
+201
+101% +$25.3K 0.02% 522
2020
Q4 		$24K Buy
200
+89
+80% +$9.64K 0.01% 687
2020
Q3 		$11K Buy
111
+46
+71% +$4.2K 0.01% 803
2020
Q2 		$5K Buy
65
+14
+27% +$1.06K ﹤0.01% 908
2020
Q1 		$3K Buy
51
+37
+264% +$2.86K ﹤0.01% 972
2019
Q4 		$1K Buy
14
+7
+100% +$543 ﹤0.01% 1068
2019
Q3 		$1K Buy
+7
New +$551 ﹤0.01% 1076

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

Investors Research Corp's FPX Position: Q2 2026 in Review

Investors Research Corp held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 4,371 shares worth $901K. The position accounts for 0.16% of the portfolio, ranked #108.

Investors Research Corp first reported a position in FPX in Q3 2019 and has held it in 28 quarters since. The position peaked at $980K in Q3 2025. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Investors Research Corp held 4,371 shares of First Trust US Equity Opportunities ETF worth $901K as of Q2 2026.
  • Investors Research Corp left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.16% of Investors Research Corp's portfolio in Q2 2026, its #108 holding.
  • Investors Research Corp first reported a position in First Trust US Equity Opportunities ETF in Q3 2019 and has held it in 28 quarters since.
  • Investors Research Corp's First Trust US Equity Opportunities ETF position peaked at $980K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.