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NewEdge Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

NewEdge 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 		$5.16M Sell
25,017
-1,960
-7% -$363K 0.02% 769
2026
Q1 		$4.28M Sell
26,977
-6,057
-18% -$996K 0.02% 759
2025
Q4 		$5.4M Sell
33,034
-8,818
-21% -$1.45M 0.02% 626
2025
Q3 		$6.95M Sell
41,852
-817
-2% -$124K 0.03% 511
2025
Q2 		$6.18M Buy
42,669
+33,924
+388% +$4.31M 0.03% 503
2025
Q1 		$977K Buy
8,745
+110
+1% +$13.7K 0.01% 1195
2024
Q4 		$1.03M Sell
8,635
-1,075
-11% -$129K 0.01% 1147
2024
Q3 		$1.07M Sell
9,710
-3,058
-24% -$311K 0.01% 1069
2024
Q2 		$1.27M Sell
12,768
-1,300
-9% -$131K 0.01% 953
2024
Q1 		$1.49M Sell
14,068
-1,465
-9% -$145K 0.01% 809
2023
Q4 		$1.48M Sell
15,533
-257
-2% -$22.2K 0.01% 776
2023
Q3 		$1.33M Sell
15,790
-2,125
-12% -$187K 0.01% 744
2023
Q2 		$1.58M Buy
17,915
+9,557
+114% +$793K 0.02% 676
2023
Q1 		$663K Sell
8,358
-8,998
-52% -$745K 0.01% 987
2022
Q4 		$1.35M Buy
17,356
+729
+4% +$61K 0.04% 427
2022
Q3 		$1.35M Sell
16,627
-254
-2% -$22.3K 0.02% 541
2022
Q2 		$1.39M Buy
16,881
+1,285
+8% +$120K 0.02% 545
2022
Q1 		$1.7M Buy
15,596
+69
+0.4% +$7.36K 0.03% 470
2021
Q4 		$1.9M Buy
+15,527
New +$1.97M 0.03% 469
2021
Q2 		– Sell
-1,956
Closed -$233K – 1161
2021
Q1 		$233K Buy
+1,956
New +$246K 0.01% 894
2020
Q2 		– Sell
-3,425
Closed -$216K – 893
2020
Q1 		$216K Sell
3,425
-2,621
-43% -$202K 0.01% 686
2019
Q4 		$485K Sell
6,046
-497
-8% -$38.6K 0.02% 540
2019
Q3 		$496K Buy
6,543
+938
+17% +$73.8K 0.02% 489
2019
Q2 		$437K Buy
5,605
+2,685
+92% +$204K 0.03% 433
2019
Q1 		$219K Buy
+2,920
New +$206K 0.01% 605
2017
Q3 		– Sell
-831
Closed -$49.3K – 633
2017
Q2 		$49.3K Buy
+831
New +$48.9K 0.01% 541

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

NewEdge Advisors's FPX Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 7.3% in Q2 2026, selling an estimated $363K and leaving 25,017 shares worth $5.16M. The position accounts for 0.02% of the portfolio, ranked #769.

NewEdge Advisors first reported a position in FPX in Q2 2017 and has held it in 26 quarters since. The position peaked at $6.95M in Q3 2025. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • NewEdge Advisors held 25,017 shares of First Trust US Equity Opportunities ETF worth $5.16M as of Q2 2026.
  • NewEdge Advisors sold 1,960 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $363K.
  • First Trust US Equity Opportunities ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #769 holding.
  • NewEdge Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2017 and has held it in 26 quarters since.
  • NewEdge Advisors's First Trust US Equity Opportunities ETF position peaked at $6.95M in Q3 2025.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.