Legacy Trust’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Legacy Trust’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	$529K	Hold	3,329	–	–	0.1%	126
2025 Q4	$545K	Hold	3,329	–	–	0.1%	117
2025 Q3	$553K	Buy	+3,329	New	+$507K	0.11%	118
2025 Q2	–	Sell	-3,329	Closed	-$372K	–	146
2025 Q1	$372K	Hold	3,329	–	–	0.09%	125
2024 Q4	$398K	Hold	3,329	–	–	0.09%	116
2024 Q3	$367K	Hold	3,329	–	–	0.08%	123
2024 Q2	$331K	Hold	3,329	–	–	0.08%	123
2024 Q1	$352K	Hold	3,329	–	–	0.09%	128
2023 Q4	$319K	Hold	3,329	–	–	0.08%	132
2023 Q3	$280K	Hold	3,329	–	–	0.08%	135
2023 Q2	$294K	Hold	3,329	–	–	0.08%	132
2023 Q1	$280K	Hold	3,329	–	–	0.08%	134
2022 Q4	$262K	Buy	+3,329	New	+$278K	0.08%	134

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Trust's FPX Position: Q1 2026 in Review

Legacy Trust held its First Trust US Equity Opportunities ETF (FPX) position steady in Q1 2026 at 3,329 shares worth $529K. The position accounts for 0.1% of the portfolio, ranked #126.

Legacy Trust first reported a position in FPX in Q4 2022 and has held it in 13 quarters since. The position peaked at $553K in Q3 2025. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

Legacy Trust held 3,329 shares of First Trust US Equity Opportunities ETF worth $529K as of Q1 2026.
Legacy Trust left its First Trust US Equity Opportunities ETF share count unchanged in Q1 2026.
First Trust US Equity Opportunities ETF made up 0.1% of Legacy Trust's portfolio in Q1 2026, its #126 holding.
Legacy Trust first reported a position in First Trust US Equity Opportunities ETF in Q4 2022 and has held it in 13 quarters since.
Legacy Trust's First Trust US Equity Opportunities ETF position peaked at $553K in Q3 2025.
210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.