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Pacific Sun Financial’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Pacific Sun Financial’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 		$1.57M Sell
7,608
-615
-7% -$114K 0.65% 42
2026
Q1 		$1.31M Buy
8,223
+532
+7% +$87.5K 0.63% 45
2025
Q4 		$1.26M Sell
7,691
-308
-4% -$50.6K 0.61% 49
2025
Q3 		$1.33M Sell
7,999
-50
-0.6% -$7.61K 0.64% 45
2025
Q2 		$1.17M Hold
8,049
– – 0.61% 48
2025
Q1 		$899K Sell
8,049
-45
-0.6% -$5.6K 0.51% 61
2024
Q4 		$967K Sell
8,094
-215
-3% -$25.8K 0.53% 55
2024
Q3 		$916K Sell
8,309
-470
-5% -$47.8K 0.5% 60
2024
Q2 		$872K Sell
8,779
-160
-2% -$16.1K 0.52% 59
2024
Q1 		$946K Sell
8,939
-230
-3% -$22.7K 0.55% 55
2023
Q4 		$879K Sell
9,169
-435
-5% -$37.5K 0.56% 55
2023
Q3 		$807K Sell
9,604
-1,210
-11% -$106K 0.56% 54
2023
Q2 		$909K Buy
+10,814
New +$897K 0.61% 51
2022
Q4 		$863K Sell
10,974
-225
-2% -$18.8K 0.61% 53
2022
Q3 		$907K Sell
11,199
-350
-3% -$30.7K 0.64% 51
2022
Q2 		$949K Buy
11,549
+44
+0.4% +$4.1K 0.63% 49
2022
Q1 		$1.25M Buy
11,505
+100
+0.9% +$10.7K 0.69% 46
2021
Q4 		$1.4M Buy
11,405
+40
+0.4% +$5.07K 0.75% 41
2021
Q3 		$1.4M Buy
+11,365
New +$1.44M 0.81% 42
2020
Q3 		$1.1M Sell
11,356
-60
-0.5% -$5.47K 0.92% 33
2020
Q2 		$957K Sell
11,416
-280
-2% -$21.1K 0.86% 36
2020
Q1 		$737K Buy
11,696
+355
+3% +$27.4K 0.85% 39
2019
Q4 		$911K Sell
11,341
-125
-1% -$9.71K 0.8% 47
2019
Q3 		$869K Sell
11,466
-160
-1% -$12.6K 0.82% 48
2019
Q2 		$906K Buy
+11,626
New +$884K 0.87% 41
2018
Q2 		$841K Buy
11,582
+80
+0.7% +$5.66K 0.87% 42
2018
Q1 		$788K Buy
+11,502
New +$816K 1.04% 36

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

Pacific Sun Financial's FPX Position: Q2 2026 in Review

Pacific Sun Financial reduced its First Trust US Equity Opportunities ETF (FPX) stake by 7.5% in Q2 2026, selling an estimated $114K and leaving 7,608 shares worth $1.57M. The position accounts for 0.65% of the portfolio, ranked #42.

Pacific Sun Financial first reported a position in FPX in Q1 2018 and has held it in 27 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Pacific Sun Financial held 7,608 shares of First Trust US Equity Opportunities ETF worth $1.57M as of Q2 2026.
  • Pacific Sun Financial sold 615 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $114K.
  • First Trust US Equity Opportunities ETF made up 0.65% of Pacific Sun Financial's portfolio in Q2 2026, its #42 holding.
  • Pacific Sun Financial first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and has held it in 27 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.