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Medallion Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Medallion Wealth Advisors’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 		$8.87K Buy
+43
New +$7.97K ﹤0.01% 770
2025
Q2 		– Sell
-90
Closed -$10.2K – 1113
2025
Q1 		$10.2K Buy
+90
New +$11.2K ﹤0.01% 681

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

Medallion Wealth Advisors's FPX Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 43 shares worth $8.87K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: Medallion Wealth Advisors previously reported a position in FPX as recently as Q1 2025.

Medallion Wealth Advisors first reported a position in FPX in Q1 2025 and has held it in 2 quarters since. The position peaked at $10.2K in Q1 2025. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Medallion Wealth Advisors held 43 shares of First Trust US Equity Opportunities ETF worth $8.87K as of Q2 2026.
  • First Trust US Equity Opportunities ETF was a new Medallion Wealth Advisors position in Q2 2026.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #770 holding.
  • Medallion Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and has held it in 2 quarters since.
  • Medallion Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $10.2K in Q1 2025.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.