Kapstone Financial Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Kapstone Financial Advisors’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	$297K	Sell	1,439 -42	-3%	-$7.78K	0.12%	121
2026 Q1	$235K	Hold	1,481	–	–	0.12%	123
2025 Q4	$242K	Sell	1,481 -367	-20%	-$60.3K	0.12%	102
2025 Q3	$307K	Buy	1,848 +232	+14%	+$35.3K	0.14%	76
2025 Q2	$234K	Buy	+1,616	New	+$205K	0.12%	98
2025 Q1	–	Sell	-1,616	Closed	-$209K	–	115
2024 Q4	$209K	Buy	+1,616	New	+$194K	0.11%	100
2023 Q3	–	Sell	-2,440	Closed	-$229K	–	93
2023 Q2	$229K	Sell	2,440 -187	-7%	-$15.5K	0.19%	86
2023 Q1	$217K	Hold	2,627	–	–	0.2%	83
2022 Q4	$231K	Buy	+2,627	New	+$220K	0.21%	86

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

Kapstone Financial Advisors's FPX Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 2.8% in Q2 2026, selling an estimated $7.78K and leaving 1,439 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #121.

Kapstone Financial Advisors first reported a position in FPX in Q4 2022 and has held it in 9 quarters since. The position peaked at $307K in Q3 2025. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Kapstone Financial Advisors held 1,439 shares of First Trust US Equity Opportunities ETF worth $297K as of Q2 2026.
Kapstone Financial Advisors sold 42 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $7.78K.
First Trust US Equity Opportunities ETF made up 0.12% of Kapstone Financial Advisors's portfolio in Q2 2026, its #121 holding.
Kapstone Financial Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2022 and has held it in 9 quarters since.
Kapstone Financial Advisors's First Trust US Equity Opportunities ETF position peaked at $307K in Q3 2025.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.