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

Mariner’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 		$4.82M Sell
23,399
-1,132
-5% -$210K 0.01% 1054
2026
Q1 		$3.9M Buy
24,531
+7,753
+46% +$1.27M ﹤0.01% 1158
2025
Q4 		$2.74M Sell
16,778
-479
-3% -$78.7K ﹤0.01% 1324
2025
Q3 		$2.87M Buy
17,257
+228
+1% +$34.7K ﹤0.01% 1215
2025
Q2 		$2.47M Sell
17,029
-1,971
-10% -$250K ﹤0.01% 1216
2025
Q1 		$2.12M Buy
19,000
+3,360
+21% +$418K ﹤0.01% 1204
2024
Q4 		$1.87M Buy
15,640
+2,345
+18% +$281K ﹤0.01% 1255
2024
Q3 		$1.47M Buy
13,295
+966
+8% +$98.2K ﹤0.01% 1359
2024
Q2 		$1.22M Sell
12,329
-2,128
-15% -$215K ﹤0.01% 1376
2024
Q1 		$1.53M Sell
14,457
-1,259
-8% -$124K ﹤0.01% 1245
2023
Q4 		$1.51M Buy
15,716
+2,756
+21% +$238K ﹤0.01% 1188
2023
Q3 		$1.09M Sell
12,960
-1,912
-13% -$168K ﹤0.01% 1274
2023
Q2 		$1.31M Sell
14,872
-459
-3% -$38.1K ﹤0.01% 1153
2023
Q1 		$1.29M Sell
15,331
-9,500
-38% -$787K ﹤0.01% 1149
2022
Q4 		$1.95M Buy
24,831
+413
+2% +$34.5K 0.01% 938
2022
Q3 		$1.98M Sell
24,418
-2,802
-10% -$246K 0.01% 774
2022
Q2 		$2.24M Buy
27,220
+62
+0.2% +$5.77K 0.01% 681
2022
Q1 		$2.96M Buy
27,158
+10,258
+61% +$1.09M 0.01% 622
2021
Q4 		$2.07M Buy
+16,900
New +$2.14M 0.01% 652

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

Mariner's FPX Position: Q2 2026 in Review

Mariner reduced its First Trust US Equity Opportunities ETF (FPX) stake by 4.6% in Q2 2026, selling an estimated $210K and leaving 23,399 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #1054.

Mariner first reported a position in FPX in Q4 2021 and has held it in 19 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Mariner held 23,399 shares of First Trust US Equity Opportunities ETF worth $4.82M as of Q2 2026.
  • Mariner sold 1,132 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $210K.
  • First Trust US Equity Opportunities ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #1054 holding.
  • Mariner first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.