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 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 $1.66T 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

Level Four Advisory Services's FPX Position: Q1 2026 in Review

Level Four Advisory Services opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q1 2026: 1,425 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in FPX as recently as Q2 2021.

Level Four Advisory Services first reported a position in FPX in Q2 2020 and has held it in 6 quarters since. The position peaked at $7.58M in Q2 2021. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

Level Four Advisory Services held 1,425 shares of First Trust US Equity Opportunities ETF worth $226K as of Q1 2026.
First Trust US Equity Opportunities ETF was a new Level Four Advisory Services position in Q1 2026.
First Trust US Equity Opportunities ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #794 holding.
Level Four Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q2 2020 and has held it in 6 quarters since.
Level Four Advisory Services's First Trust US Equity Opportunities ETF position peaked at $7.58M in Q2 2021.
210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.