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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
Q2 		$289K Hold
1,404
– – ﹤0.01% 708
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 $1.89T 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

Moneta Group Investment Advisors's FPX Position: Q2 2026 in Review

Moneta Group Investment Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,404 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Moneta Group Investment Advisors first reported a position in FPX in Q2 2025 and has held it in 5 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Moneta Group Investment Advisors held 1,404 shares of First Trust US Equity Opportunities ETF worth $289K as of Q2 2026.
  • Moneta Group Investment Advisors 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 Moneta Group Investment Advisors's portfolio in Q2 2026, its #708 holding.
  • Moneta Group Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.