Kingsview Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Kingsview Wealth 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 Q1	–	Sell	-37,449	Closed	-$6.13M	–	1367
2025 Q4	$6.13M	Buy	+37,449	New	+$6.15M	0.09%	242
2019 Q4	–	Sell	-4,015	Closed	-$304K	–	502
2019 Q3	$304K	Buy	+4,015	New	+$316K	0.05%	330
2019 Q2	–	Sell	-13,907	Closed	-$1.04M	–	473
2019 Q1	$1.04M	Buy	13,907 +34	+0.2%	+$2.39K	0.16%	165
2018 Q4	$861K	Buy	13,873 +18	+0.1%	+$1.21K	0.19%	144
2018 Q3	$1.03M	Buy	13,855 +549	+4%	+$40.5K	0.21%	142
2018 Q2	$950K	Buy	13,306 +175	+1%	+$12.4K	0.23%	130
2018 Q1	$900K	Buy	13,131 +161	+1%	+$11.4K	0.22%	131
2017 Q4	$885K	Buy	12,970 +138	+1%	+$9.16K	0.32%	98
2017 Q3	$819K	Sell	12,832 -726	-5%	-$44.4K	0.36%	84
2017 Q2	$809K	Sell	13,558 -152	-1%	-$8.94K	0.42%	73
2017 Q1	$787K	Buy	+13,710	New	+$774K	0.47%	69

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kingsview Wealth Management's FPX Position: Q1 2026 in Review

Kingsview Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2026, closing a stake of 37,449 shares — an estimated $6.13M sold.

Kingsview Wealth Management first reported a position in FPX in Q1 2017 and held it in 11 quarters. The position peaked at $6.13M in Q4 2025. 211 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

Kingsview Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Kingsview Wealth Management sold 37,449 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $6.13M.
Kingsview Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2017 and held it in 11 quarters.
Kingsview Wealth Management's First Trust US Equity Opportunities ETF position peaked at $6.13M in Q4 2025.
211 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.