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

Midwest Trust’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	$284K	Hold	1,377	–	–	﹤0.01%	541
2026 Q1	$219K	Sell	1,377 -25	-2%	-$4.11K	﹤0.01%	566
2025 Q4	$229K	Sell	1,402 -25	-2%	-$4.11K	﹤0.01%	559
2025 Q3	$237K	Hold	1,427	–	–	﹤0.01%	552
2025 Q2	$207K	Buy	+1,427	New	+$181K	﹤0.01%	574

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

Midwest Trust's FPX Position: Q2 2026 in Review

Midwest Trust held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,377 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Midwest Trust first reported a position in FPX in Q2 2025 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Midwest Trust held 1,377 shares of First Trust US Equity Opportunities ETF worth $284K as of Q2 2026.
Midwest Trust 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 Midwest Trust's portfolio in Q2 2026, its #541 holding.
Midwest Trust first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.