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

Mather Group’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 		$50.1K Hold
243
– – ﹤0.01% 1100
2026
Q1 		$38.6K Buy
+243
New +$40K ﹤0.01% 1116
2025
Q4 		– Sell
-243
Closed -$40.4K – 1002
2025
Q3 		$40.4K Buy
+243
New +$37K ﹤0.01% 953
2025
Q2 		– Sell
-243
Closed -$27.2K – 1006
2025
Q1 		$27.2K Hold
243
– – ﹤0.01% 1020
2024
Q4 		$29K Hold
243
– – ﹤0.01% 987
2024
Q3 		$26.8K Hold
243
– – ﹤0.01% 1006
2024
Q2 		$25.7K Hold
243
– – ﹤0.01% 1204
2024
Q1 		$23.3K Buy
+243
New +$24K ﹤0.01% 1033

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

Mather Group's FPX Position: Q2 2026 in Review

Mather Group held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 243 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Mather Group first reported a position in FPX in Q1 2024 and has held it in 8 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Mather Group held 243 shares of First Trust US Equity Opportunities ETF worth $50.1K as of Q2 2026.
  • Mather Group left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1100 holding.
  • Mather Group first reported a position in First Trust US Equity Opportunities ETF in Q1 2024 and has held it in 8 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.