Montgomery Financial Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Montgomery Financial Services’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	$29.5K	Buy	+143	New	+$26.5K	0.03%	96

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Montgomery Financial Services's FPX Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 143 shares worth $29.5K. The stake represents 0.03% of the portfolio and ranks #96 among its holdings.

223 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Montgomery Financial Services held 143 shares of First Trust US Equity Opportunities ETF worth $29.5K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Montgomery Financial Services position in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #96 holding.
223 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.