Prime Capital Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Prime Capital Investment 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	$254K	Buy	+1,234	New	+$229K	﹤0.01%	928
2026 Q1	–	Sell	-1,235	Closed	-$202K	–	1076
2025 Q4	$202K	Buy	1,235 +1	+0.1%	+$164	﹤0.01%	966
2025 Q3	$205K	Buy	+1,234	New	+$188K	﹤0.01%	935
2023 Q3	–	Sell	-67,152	Closed	-$5.92M	–	774
2023 Q2	$5.92M	Buy	+67,152	New	+$5.57M	0.12%	142

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

Prime Capital Investment Advisors's FPX Position: Q2 2026 in Review

Prime Capital Investment Advisors opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 1,234 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings. This is a return to the name: Prime Capital Investment Advisors previously reported a position in FPX as recently as Q4 2025.

Prime Capital Investment Advisors first reported a position in FPX in Q2 2023 and has held it in 4 quarters since. The position peaked at $5.92M in Q2 2023. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Prime Capital Investment Advisors held 1,234 shares of First Trust US Equity Opportunities ETF worth $254K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Prime Capital Investment Advisors position in Q2 2026.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #928 holding.
Prime Capital Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2023 and has held it in 4 quarters since.
Prime Capital Investment Advisors's First Trust US Equity Opportunities ETF position peaked at $5.92M in Q2 2023.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.