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Larson Financial Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Larson Financial Group’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 		$87.2K Buy
423
+55
+15% +$10.2K ﹤0.01% 1249
2026
Q1 		$58.4K Hold
368
– – ﹤0.01% 1271
2025
Q4 		$60.2K Buy
368
+1
+0.3% +$164 ﹤0.01% 1146
2025
Q3 		$61K Hold
367
– – ﹤0.01% 1082
2025
Q2 		$53.2K Buy
+367
New +$46.6K ﹤0.01% 1047

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Larson Financial Group's FPX Position: Q2 2026 in Review

Larson Financial Group increased its First Trust US Equity Opportunities ETF (FPX) stake by 15% in Q2 2026, buying an estimated $10.2K and bringing the position to 423 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Larson Financial Group first reported a position in FPX in Q2 2025 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Larson Financial Group held 423 shares of First Trust US Equity Opportunities ETF worth $87.2K as of Q2 2026.
  • Larson Financial Group bought 55 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $10.2K.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1249 holding.
  • Larson Financial Group first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.