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Moneta Group Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Moneta Group Investment 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 		$223K Hold
1,404
– – ﹤0.01% 733
2025
Q4 		$230K Buy
1,404
+1
+0.1% +$164 ﹤0.01% 723
2025
Q3 		$233K Hold
1,403
– – ﹤0.01% 705
2025
Q2 		$203K Buy
+1,403
New +$178K ﹤0.01% 671

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 $79.5B AUM 27.1% 1-Year Est. Return

Moneta Group Investment Advisors's FPX Position: Q1 2026 in Review

Moneta Group Investment Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q1 2026 at 1,404 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Moneta Group Investment Advisors first reported a position in FPX in Q2 2025 and has held it in 4 quarters since. The position peaked at $233K in Q3 2025. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • Moneta Group Investment Advisors held 1,404 shares of First Trust US Equity Opportunities ETF worth $223K as of Q1 2026.
  • Moneta Group Investment Advisors left its First Trust US Equity Opportunities ETF share count unchanged in Q1 2026.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #733 holding.
  • Moneta Group Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's First Trust US Equity Opportunities ETF position peaked at $233K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.