Kayne Anderson Rudnick Investment Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$423K	Hold	2,050	–	–	﹤0.01%	492
2026 Q1	$326K	Hold	2,050	–	–	﹤0.01%	464
2025 Q4	$336K	Hold	2,050	–	–	﹤0.01%	473
2025 Q3	$340K	Hold	2,050	–	–	﹤0.01%	467
2025 Q2	$297K	Hold	2,050	–	–	﹤0.01%	471
2025 Q1	$229K	Hold	2,050	–	–	﹤0.01%	470
2024 Q4	$245K	Hold	2,050	–	–	﹤0.01%	445
2024 Q3	$226K	Hold	2,050	–	–	﹤0.01%	438
2024 Q2	$204K	Hold	2,050	–	–	﹤0.01%	456
2024 Q1	$217K	Hold	2,050	–	–	﹤0.01%	457
2023 Q4	$196K	Hold	2,050	–	–	﹤0.01%	437
2023 Q3	$172K	Hold	2,050	–	–	﹤0.01%	437
2023 Q2	$181K	Hold	2,050	–	–	﹤0.01%	435
2023 Q1	$172K	Hold	2,050	–	–	﹤0.01%	423
2022 Q4	$161K	Hold	2,050	–	–	﹤0.01%	443
2022 Q3	$166K	Hold	2,050	–	–	﹤0.01%	419
2022 Q2	$168K	Sell	2,050 -93	-4%	-$8.66K	﹤0.01%	417
2022 Q1	$234K	Hold	2,143	–	–	﹤0.01%	392
2021 Q4	$262K	Buy	2,143 +93	+5%	+$11.8K	﹤0.01%	399
2021 Q3	$253K	Hold	2,050	–	–	﹤0.01%	392
2021 Q2	$261K	Hold	2,050	–	–	﹤0.01%	388
2021 Q1	$244K	Hold	2,050	–	–	﹤0.01%	387
2020 Q4	$243K	Hold	2,050	–	–	﹤0.01%	372
2020 Q3	$198K	Hold	2,050	–	–	﹤0.01%	372
2020 Q2	$172K	Hold	2,050	–	–	﹤0.01%	367
2020 Q1	$129K	Hold	2,050	–	–	﹤0.01%	360
2019 Q4	$165K	Hold	2,050	–	–	﹤0.01%	358
2019 Q3	$155K	Hold	2,050	–	–	﹤0.01%	353
2019 Q2	$160K	Buy	+2,050	New	+$156K	﹤0.01%	342

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

Kayne Anderson Rudnick Investment Management's FPX Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 2,050 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Kayne Anderson Rudnick Investment Management first reported a position in FPX in Q2 2019 and has held it in 29 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 2,050 shares of First Trust US Equity Opportunities ETF worth $423K as of Q2 2026.
Kayne Anderson Rudnick Investment Management left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #492 holding.
Kayne Anderson Rudnick Investment Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2019 and has held it in 29 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.