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Private Advisory Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Private Advisory 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
Q1 		– Sell
-5,579
Closed -$913K – 294
2025
Q4 		$913K Buy
5,579
+276
+5% +$45.3K 0.07% 132
2025
Q3 		$881K Buy
+5,303
New +$807K 0.07% 130
2025
Q2 		– Sell
-6,156
Closed -$688K – 220
2025
Q1 		$688K Buy
+6,156
New +$766K 0.08% 131

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Advisory Group's FPX Position: Q1 2026 in Review

Private Advisory Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2026, closing a stake of 5,579 shares — an estimated $913K sold.

Private Advisory Group first reported a position in FPX in Q1 2025 and held it in 3 quarters. The position peaked at $913K in Q4 2025. 211 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • Private Advisory Group reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Private Advisory Group sold 5,579 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $913K.
  • Private Advisory Group first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and held it in 3 quarters.
  • Private Advisory Group's First Trust US Equity Opportunities ETF position peaked at $913K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.