Luken Investment Analytics’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Luken Investment Analytics’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	$116K	Hold	565	–	–	0.04%	78
2026 Q1	$89.7K	Hold	565	–	–	0.03%	78
2025 Q4	$92.4K	Hold	565	–	–	0.04%	75
2025 Q3	$93.9K	Hold	565	–	–	0.04%	74
2025 Q2	$81.9K	Hold	565	–	–	0.04%	78
2025 Q1	$63.1K	Hold	565	–	–	0.03%	83
2024 Q4	$67.5K	Hold	565	–	–	0.03%	73
2024 Q3	$62.3K	Hold	565	–	–	0.03%	75
2024 Q2	$56.1K	Hold	565	–	–	0.03%	80
2024 Q1	$59.8K	Hold	565	–	–	0.03%	69
2023 Q4	$54.2K	Hold	565	–	–	0.03%	70
2023 Q3	$47.4K	Hold	565	–	–	0.03%	71
2023 Q2	$49.8K	Hold	565	–	–	0.03%	70
2023 Q1	$47.5K	Hold	565	–	–	0.03%	67
2022 Q4	$44.5K	Buy	+565	New	+$47.2K	0.03%	69
2020 Q4	$67K	Buy	+565	New	+$61.2K	0.05%	49

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

Luken Investment Analytics's FPX Position: Q2 2026 in Review

Luken Investment Analytics held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 565 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #78.

Luken Investment Analytics first reported a position in FPX in Q4 2020 and has held it in 16 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Luken Investment Analytics held 565 shares of First Trust US Equity Opportunities ETF worth $116K as of Q2 2026.
Luken Investment Analytics left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.04% of Luken Investment Analytics's portfolio in Q2 2026, its #78 holding.
Luken Investment Analytics first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and has held it in 16 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.