Matthew Hamilton Rosenberg’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Matthew Hamilton Rosenberg’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	$17.7K	Hold	86	–	–	﹤0.01%	561
2026 Q1	$13.7K	Hold	86	–	–	﹤0.01%	577
2025 Q4	$14.1K	Hold	86	–	–	﹤0.01%	587
2025 Q3	$14.3K	Hold	86	–	–	﹤0.01%	591
2025 Q2	$12.5K	Hold	86	–	–	﹤0.01%	633
2025 Q1	$9.61K	Hold	86	–	–	﹤0.01%	634
2024 Q4	$10.3K	Hold	86	–	–	﹤0.01%	620
2024 Q3	$9.48K	Buy	+86	New	+$8.74K	﹤0.01%	629
2024 Q2	–	Sell	-233	Closed	-$24.4K	–	834
2024 Q1	$24.4K	Sell	233 -147	-39%	-$14.5K	0.01%	522
2023 Q4	$36.4K	Hold	380	–	–	0.01%	472
2023 Q3	$31.9K	Hold	380	–	–	0.01%	475
2023 Q2	$33.5K	Hold	380	–	–	0.01%	479
2023 Q1	$31.9K	Hold	380	–	–	0.01%	533
2022 Q4	$29.9K	Hold	380	–	–	0.01%	541
2022 Q3	$31K	Hold	380	–	–	0.01%	531
2022 Q2	$32K	Hold	380	–	–	0.01%	536
2022 Q1	$41K	Hold	380	–	–	0.01%	483
2021 Q4	$57K	Hold	380	–	–	0.02%	398
2021 Q3	$47K	Hold	380	–	–	0.02%	401
2021 Q2	$48K	Hold	380	–	–	0.03%	367
2021 Q1	$45K	Sell	380 -125	-25%	-$15.7K	0.03%	360
2020 Q4	$60K	Sell	505 -96	-16%	-$10.4K	0.04%	308
2020 Q3	$58K	Hold	601	–	–	0.04%	290
2020 Q2	$50K	Sell	601 -231	-28%	-$17.4K	0.04%	306
2020 Q1	$53K	Buy	+832	New	+$64.2K	0.05%	243

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

Matthew Hamilton Rosenberg's FPX Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 86 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Matthew Hamilton Rosenberg first reported a position in FPX in Q1 2020 and has held it in 25 quarters since. The position peaked at $60K in Q4 2020. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Matthew Hamilton Rosenberg held 86 shares of First Trust US Equity Opportunities ETF worth $17.7K as of Q2 2026.
Matthew Hamilton Rosenberg 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 Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #561 holding.
Matthew Hamilton Rosenberg first reported a position in First Trust US Equity Opportunities ETF in Q1 2020 and has held it in 25 quarters since.
Matthew Hamilton Rosenberg's First Trust US Equity Opportunities ETF position peaked at $60K in Q4 2020.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.