JO
FPX icon

John Overdeck’s First Trust US Equity Opportunities ETF FPX Stock Holding History

John Overdeck’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
-13,270
Closed -$2.11M – 5182
2026
Q1 		$2.11M Buy
+13,270
New +$2.18M ﹤0.01% 2717
2025
Q3 		– Sell
-4,070
Closed -$590K – 3731
2025
Q2 		$590K Buy
+4,070
New +$517K ﹤0.01% 2514
2023
Q3 		– Sell
-6,000
Closed -$529K – 3032
2023
Q2 		$529K Buy
+6,000
New +$498K ﹤0.01% 2304

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

John Overdeck's FPX Position: Q2 2026 in Review

John Overdeck sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2026, closing a stake of 13,270 shares — an estimated $2.11M sold.

John Overdeck first reported a position in FPX in Q2 2023 and held it in 3 quarters. The position peaked at $2.11M in Q1 2026. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • John Overdeck reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 13,270 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $2.11M.
  • John Overdeck first reported a position in First Trust US Equity Opportunities ETF in Q2 2023 and held it in 3 quarters.
  • John Overdeck's First Trust US Equity Opportunities ETF position peaked at $2.11M in Q1 2026.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.