Mercer Global Advisors
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Mercer Global Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Mercer Global 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
Q1 		$241K Sell
1,517
-1,073
-41% -$176K ﹤0.01% 2654
2025
Q4 		$424K Sell
2,590
-237
-8% -$38.9K ﹤0.01% 1981
2025
Q3 		$470K Buy
+2,827
New +$430K ﹤0.01% 1789
2022
Q3 		– Sell
-3,180
Closed -$261K – 1863
2022
Q2 		$261K Sell
3,180
-695
-18% -$64.7K ﹤0.01% 1489
2022
Q1 		$423K Sell
3,875
-419
-10% -$44.7K ﹤0.01% 1314
2021
Q4 		$526K Sell
4,294
-111
-3% -$14.1K ﹤0.01% 1176
2021
Q3 		$544K Sell
4,405
-154
-3% -$19.6K ﹤0.01% 1128
2021
Q2 		$581K Buy
4,559
+6
+0.1% +$732 ﹤0.01% 1075
2021
Q1 		$542K Sell
4,553
-769
-14% -$96.7K ﹤0.01% 1050
2020
Q4 		$630K Sell
5,322
-405
-7% -$43.9K 0.01% 783
2020
Q3 		$553K Sell
5,727
-185
-3% -$16.9K 0.01% 754
2020
Q2 		$495K Sell
5,912
-360
-6% -$27.2K 0.01% 686
2020
Q1 		$395K Sell
6,272
-541
-8% -$41.8K 0.01% 733
2019
Q4 		$547K Sell
6,813
-380
-5% -$29.5K 0.01% 702
2019
Q3 		$545K Buy
7,193
+138
+2% +$10.9K 0.01% 659
2019
Q2 		$550K Sell
7,055
-683
-9% -$51.9K 0.01% 644
2019
Q1 		$579K Buy
+7,738
New +$545K 0.02% 580

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mercer Global Advisors's FPX Position: Q1 2026 in Review

Mercer Global Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 41% in Q1 2026, selling an estimated $176K and leaving 1,517 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

Mercer Global Advisors first reported a position in FPX in Q1 2019 and has held it in 17 quarters since. The position peaked at $630K in Q4 2020. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • Mercer Global Advisors held 1,517 shares of First Trust US Equity Opportunities ETF worth $241K as of Q1 2026.
  • Mercer Global Advisors sold 1,073 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $176K.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2654 holding.
  • Mercer Global Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2019 and has held it in 17 quarters since.
  • Mercer Global Advisors's First Trust US Equity Opportunities ETF position peaked at $630K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.