Keystone Financial Group (Georgia)’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Keystone Financial Group (Georgia)’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	-23	Closed	-$3.65K	–	124
2026 Q1	$3.65K	Buy	23 +2	+10%	+$329	﹤0.01%	121
2025 Q4	$3.44K	Buy	21 +5	+31%	+$821	﹤0.01%	121
2025 Q3	$2.66K	Sell	16 -2	-11%	-$304	﹤0.01%	118
2025 Q2	$2.68K	Sell	18 -7	-28%	-$889	﹤0.01%	132
2025 Q1	$3.08K	Buy	+25	New	+$3.11K	﹤0.01%	131

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

Keystone Financial Group (Georgia)'s FPX Position: Q2 2026 in Review

Keystone Financial Group (Georgia) sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2026, closing a stake of 23 shares — an estimated $3.65K sold.

Keystone Financial Group (Georgia) first reported a position in FPX in Q1 2025 and held it in 5 quarters. The position peaked at $3.65K in Q1 2026. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Keystone Financial Group (Georgia) reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Keystone Financial Group (Georgia) sold 23 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $3.65K.
Keystone Financial Group (Georgia) first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and held it in 5 quarters.
Keystone Financial Group (Georgia)'s First Trust US Equity Opportunities ETF position peaked at $3.65K in Q1 2026.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.