Prestige Wealth Management Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Prestige Wealth Management Group’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	$36.5K	Hold	177	–	–	0.01%	297
2026 Q1	$28.1K	Hold	177	–	–	0.01%	311
2025 Q4	$29K	Hold	177	–	–	0.01%	313
2025 Q3	$29.4K	Hold	177	–	–	0.01%	325
2025 Q2	$25.6K	Hold	177	–	–	0.01%	328
2025 Q1	$19.8K	Hold	177	–	–	﹤0.01%	345
2024 Q4	$21.2K	Hold	177	–	–	﹤0.01%	349
2024 Q3	$19.5K	Hold	177	–	–	﹤0.01%	345
2024 Q2	$17.6K	Hold	177	–	–	﹤0.01%	328
2024 Q1	$18.7K	Sell	177 -1,480	-89%	-$146K	﹤0.01%	350
2023 Q4	$159K	Hold	1,657	–	–	0.04%	152
2023 Q3	$139K	Hold	1,657	–	–	0.03%	160
2023 Q2	$146K	Hold	1,657	–	–	0.03%	171
2023 Q1	$139K	Hold	1,657	–	–	0.04%	164
2022 Q4	$130K	Hold	1,657	–	–	0.03%	167
2022 Q3	$134K	Hold	1,657	–	–	0.04%	154
2022 Q2	$136K	Hold	1,657	–	–	0.04%	155
2022 Q1	$181K	Hold	1,657	–	–	0.04%	146
2021 Q4	$203K	Hold	1,657	–	–	0.05%	142
2021 Q3	$204K	Hold	1,657	–	–	0.05%	135
2021 Q2	$211K	Hold	1,657	–	–	0.06%	125
2021 Q1	$197K	Hold	1,657	–	–	0.05%	124
2020 Q4	$196K	Hold	1,657	–	–	0.05%	124
2020 Q3	$160K	Hold	1,657	–	–	0.05%	131
2020 Q2	$139K	Hold	1,657	–	–	0.05%	129
2020 Q1	$104K	Sell	1,657 -2,599	-61%	-$201K	0.04%	122
2019 Q4	$342K	Hold	4,256	–	–	0.19%	85
2019 Q3	$323K	Buy	4,256 +177	+4%	+$13.9K	0.19%	81
2019 Q2	$318K	Sell	4,079 -585	-13%	-$44.5K	0.19%	81
2019 Q1	$349K	Hold	4,664	–	–	0.21%	87
2018 Q4	$289K	Buy	+4,664	New	+$312K	0.21%	86

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

Prestige Wealth Management Group's FPX Position: Q2 2026 in Review

Prestige Wealth Management Group held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 177 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #297.

Prestige Wealth Management Group first reported a position in FPX in Q4 2018 and has held it in 31 quarters since. The position peaked at $349K in Q1 2019. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Prestige Wealth Management Group held 177 shares of First Trust US Equity Opportunities ETF worth $36.5K as of Q2 2026.
Prestige Wealth Management Group left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #297 holding.
Prestige Wealth Management Group first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's First Trust US Equity Opportunities ETF position peaked at $349K in Q1 2019.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.