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J. Derek Lewis & Associates’s First Trust US Equity Opportunities ETF FPX Stock Holding History

J. Derek Lewis & Associates’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 		$606K Sell
2,937
-22
-0.7% -$4.08K 0.11% 100
2026
Q1 		$470K Hold
2,959
– – 0.11% 108
2025
Q4 		$484K Buy
+2,959
New +$486K 0.11% 97

Other funds holding FPX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

J. Derek Lewis & Associates's FPX Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.74% in Q2 2026, selling an estimated $4.08K and leaving 2,937 shares worth $606K. The position accounts for 0.11% of the portfolio, ranked #100.

J. Derek Lewis & Associates first reported a position in FPX in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • J. Derek Lewis & Associates held 2,937 shares of First Trust US Equity Opportunities ETF worth $606K as of Q2 2026.
  • J. Derek Lewis & Associates sold 22 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $4.08K.
  • First Trust US Equity Opportunities ETF made up 0.11% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #100 holding.
  • J. Derek Lewis & Associates first reported a position in First Trust US Equity Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.