Money Concepts Capital’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Money Concepts Capital’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	$381K	Buy	2,398 +3	+0.1%	+$493	0.02%	417
2025 Q4	$392K	Hold	2,395	–	–	0.02%	388
2025 Q3	$398K	Hold	2,395	–	–	0.02%	350
2025 Q2	$347K	Hold	2,395	–	–	0.02%	350
2025 Q1	$268K	Hold	2,395	–	–	0.02%	371
2024 Q4	$286K	Hold	2,395	–	–	0.02%	352
2024 Q3	$264K	Hold	2,395	–	–	0.02%	357
2024 Q2	$238K	Sell	2,395 -200	-8%	-$20.2K	0.02%	355
2024 Q1	$275K	Hold	2,595	–	–	0.03%	346
2023 Q4	$249K	Sell	2,595 -200	-7%	-$17.2K	0.02%	346
2023 Q3	$235K	Hold	2,795	–	–	0.02%	323
2023 Q2	$246K	Sell	2,795 -8,292	-75%	-$688K	0.03%	326
2023 Q1	$226K	Sell	11,087 -95	-0.8%	-$7.87K	0.01%	392
2022 Q4	$880K	Buy	11,182 +7,062	+171%	+$590K	0.04%	320
2022 Q3	$334K	Hold	4,120	–	–	0.02%	351
2022 Q2	$342K	Sell	4,120 -9,372	-69%	-$873K	0.03%	330
2022 Q1	$1.47M	Buy	13,492 +8,622	+177%	+$919K	0.08%	240
2021 Q4	$597K	Buy	+4,870	New	+$617K	0.05%	281
2021 Q1	$10.7M	Sell	89,758 -42,614	-32%	-$5.36M	0.86%	27
2020 Q4	$15.7M	Buy	+132,372	New	+$14.3M	1.45%	12

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Money Concepts Capital's FPX Position: Q1 2026 in Review

Money Concepts Capital increased its First Trust US Equity Opportunities ETF (FPX) stake by 0.13% in Q1 2026, buying an estimated $493 and bringing the position to 2,398 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #417.

Money Concepts Capital first reported a position in FPX in Q4 2020 and has held it in 20 quarters since. The position peaked at $15.7M in Q4 2020. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

Money Concepts Capital held 2,398 shares of First Trust US Equity Opportunities ETF worth $381K as of Q1 2026.
Money Concepts Capital bought 3 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $493.
First Trust US Equity Opportunities ETF made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #417 holding.
Money Concepts Capital first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and has held it in 20 quarters since.
Money Concepts Capital's First Trust US Equity Opportunities ETF position peaked at $15.7M in Q4 2020.
210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.