NBC Securities’s First Trust US Equity Opportunities ETF FPX Stock Holding History

NBC Securities’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	$249K	Hold	1,205	–	–	0.02%	769
2026 Q1	$191K	Hold	1,205	–	–	0.01%	848
2025 Q4	$197K	Buy	1,205 +2	+0.2%	+$328	0.01%	847
2025 Q3	$200K	Sell	1,203 -2,062	-63%	-$314K	0.02%	842
2025 Q2	$473K	Buy	3,265 +2,066	+172%	+$262K	0.04%	512
2025 Q1	$134K	Buy	1,199 +1,198	+119,800%	+$149K	0.01%	896
2024 Q4	$143	Sell	1 -1,197	-100%	-$143K	0.01%	852
2024 Q3	$132K	Hold	1,198	–	–	0.01%	906
2024 Q2	$119K	Sell	1,198 -191	-14%	-$19.3K	0.01%	901
2024 Q1	$147K	Buy	1,389 +10	+0.7%	+$988	0.01%	844
2023 Q4	$132K	Sell	1,379 -63	-4%	-$5.43K	0.01%	863
2023 Q3	$121K	Buy	+1,442	New	+$127K	0.01%	866

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

NBC Securities's FPX Position: Q2 2026 in Review

NBC Securities held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,205 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #769.

NBC Securities first reported a position in FPX in Q3 2023 and has held it in 12 quarters since. The position peaked at $473K in Q2 2025. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

NBC Securities held 1,205 shares of First Trust US Equity Opportunities ETF worth $249K as of Q2 2026.
NBC Securities left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #769 holding.
NBC Securities first reported a position in First Trust US Equity Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's First Trust US Equity Opportunities ETF position peaked at $473K in Q2 2025.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.