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

Level Four 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	$448K	Buy	2,171 +746	+52%	+$138K	0.01%	644
2026 Q1	$226K	Buy	+1,425	New	+$234K	0.01%	794
2021 Q3	–	Sell	-59,427	Closed	-$7.58M	–	531
2021 Q2	$7.58M	Sell	59,427 -485	-0.8%	-$59.1K	0.52%	40
2021 Q1	$7.14M	Sell	59,912 -2,992	-5%	-$376K	0.55%	32
2020 Q4	$7.44M	Buy	62,904 +2,116	+3%	+$229K	0.6%	31
2020 Q3	$5.88M	Sell	60,788 -1,410	-2%	-$129K	0.45%	48
2020 Q2	$5.22M	Buy	+62,198	New	+$4.7M	0.4%	54

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

Level Four Advisory Services's FPX Position: Q2 2026 in Review

Level Four Advisory Services increased its First Trust US Equity Opportunities ETF (FPX) stake by 52% in Q2 2026, buying an estimated $138K and bringing the position to 2,171 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #644.

Level Four Advisory Services first reported a position in FPX in Q2 2020 and has held it in 7 quarters since. The position peaked at $7.58M in Q2 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Level Four Advisory Services held 2,171 shares of First Trust US Equity Opportunities ETF worth $448K as of Q2 2026.
Level Four Advisory Services bought 746 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $138K.
First Trust US Equity Opportunities ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #644 holding.
Level Four Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q2 2020 and has held it in 7 quarters since.
Level Four Advisory Services's First Trust US Equity Opportunities ETF position peaked at $7.58M in Q2 2021.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.