Kestra Advisory Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Kestra Advisory Services’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	$4.26M	Sell	20,676 -756	-4%	-$140K	0.01%	932
2026 Q1	$3.4M	Buy	21,432 +4,170	+24%	+$686K	0.01%	994
2025 Q4	$2.82M	Sell	17,262 -375	-2%	-$61.6K	0.01%	1023
2025 Q3	$2.93M	Sell	17,637 -4,466	-20%	-$680K	0.01%	951
2025 Q2	$3.2M	Buy	22,103 +3,373	+18%	+$428K	0.02%	835
2025 Q1	$2.09M	Sell	18,730 -6,131	-25%	-$763K	0.01%	963
2024 Q4	$2.97M	Buy	24,861 +4,073	+20%	+$488K	0.02%	802
2024 Q3	$2.29M	Sell	20,788 -3,323	-14%	-$338K	0.01%	891
2024 Q2	$2.04M	Sell	24,111 -7,631	-24%	-$770K	0.01%	951
2024 Q1	$3.36M	Buy	31,742 +1,262	+4%	+$125K	0.02%	665
2023 Q4	$2.92M	Sell	30,480 -2,945	-9%	-$254K	0.02%	647
2023 Q3	$2.81M	Sell	33,425 -79,014	-70%	-$6.94M	0.03%	577
2023 Q2	$9.91M	Sell	112,439 -299	-0.3%	-$24.8K	0.1%	225
2023 Q1	$9.48M	Buy	112,738 +1,741	+2%	+$144K	0.1%	217
2022 Q4	$8.73M	Buy	110,997 +2,001	+2%	+$167K	0.08%	280
2022 Q3	$8.83M	Buy	108,996 +7,991	+8%	+$702K	0.09%	237
2022 Q2	$8.3M	Sell	101,005 -24,663	-20%	-$2.3M	0.09%	247
2022 Q1	$13.7M	Sell	125,668 -49,970	-28%	-$5.33M	0.14%	161
2021 Q4	$21.5M	Sell	175,638 -39,087	-18%	-$4.95M	0.22%	100
2021 Q3	$26.5M	Buy	214,725 +12,644	+6%	+$1.61M	0.26%	84
2021 Q2	$25.8M	Buy	202,081 +4,872	+2%	+$594K	0.29%	71
2021 Q1	$23.5M	Sell	197,209 -35,423	-15%	-$4.45M	0.3%	69
2020 Q4	$27.7M	Buy	232,632 +550	+0.2%	+$59.6K	0.32%	59
2020 Q3	$22.6M	Buy	+232,082	New	+$21.2M	0.42%	41

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

Kestra Advisory Services's FPX Position: Q2 2026 in Review

Kestra Advisory Services reduced its First Trust US Equity Opportunities ETF (FPX) stake by 3.5% in Q2 2026, selling an estimated $140K and leaving 20,676 shares worth $4.26M. The position accounts for 0.01% of the portfolio, ranked #932.

Kestra Advisory Services first reported a position in FPX in Q3 2020 and has held it in 24 quarters since. The position peaked at $27.7M in Q4 2020. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Kestra Advisory Services held 20,676 shares of First Trust US Equity Opportunities ETF worth $4.26M as of Q2 2026.
Kestra Advisory Services sold 756 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $140K.
First Trust US Equity Opportunities ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #932 holding.
Kestra Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's First Trust US Equity Opportunities ETF position peaked at $27.7M in Q4 2020.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.