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

Principal 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
2025
Q4 		– Sell
-160
Closed -$26.6K – 2133
2025
Q3 		$26.6K Sell
160
-56
-26% -$8.53K ﹤0.01% 2267
2025
Q2 		$31.3K Sell
216
-107
-33% -$13.6K ﹤0.01% 2104
2025
Q1 		$38.6K Hold
323
– – ﹤0.01% 1868
2024
Q4 		$38.6K Sell
323
-668
-67% -$80K ﹤0.01% 1864
2024
Q3 		$109K Sell
991
-293
-23% -$29.8K ﹤0.01% 1360
2024
Q2 		$128K Sell
1,284
-313
-20% -$31.6K ﹤0.01% 1222
2024
Q1 		$169K Hold
1,597
– – 0.01% 1082
2023
Q4 		$153K Buy
+1,597
New +$138K 0.01% 1016

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Securities's FPX Position: Q4 2025 in Review

Principal Securities sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2025, closing a stake of 160 shares — an estimated $26.6K sold.

Principal Securities first reported a position in FPX in Q4 2023 and held it in 8 quarters. The position peaked at $169K in Q1 2024. 203 funds tracked by Wall St. Rank hold FPX as of Q4 2025.

  • Principal Securities reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 160 First Trust US Equity Opportunities ETF shares in Q4 2025, an estimated $26.6K.
  • Principal Securities first reported a position in First Trust US Equity Opportunities ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's First Trust US Equity Opportunities ETF position peaked at $169K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.