Morey & Quinn Wealth Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Morey & Quinn Wealth Partners’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	$839K	Sell	4,067 -85	-2%	-$15.7K	0.54%	51
2026 Q1	$659K	Buy	4,152 +1	+0%	+$164	0.47%	56
2025 Q4	$679K	Sell	4,151 -8	-0.2%	-$1.31K	0.49%	54
2025 Q3	$691K	Hold	4,159	–	–	0.51%	48
2025 Q2	$603K	Sell	4,159 -498	-11%	-$63.2K	0.48%	48
2025 Q1	$520K	Sell	4,657 -8	-0.2%	-$995	0.43%	58
2024 Q4	$557K	Buy	+4,665	New	+$559K	0.47%	48

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

Morey & Quinn Wealth Partners's FPX Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust US Equity Opportunities ETF (FPX) stake by 2% in Q2 2026, selling an estimated $15.7K and leaving 4,067 shares worth $839K. The position accounts for 0.54% of the portfolio, ranked #51.

Morey & Quinn Wealth Partners first reported a position in FPX in Q4 2024 and has held it in 7 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Morey & Quinn Wealth Partners held 4,067 shares of First Trust US Equity Opportunities ETF worth $839K as of Q2 2026.
Morey & Quinn Wealth Partners sold 85 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $15.7K.
First Trust US Equity Opportunities ETF made up 0.54% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #51 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.