PFS
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Prospera Financial Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Prospera Financial Services’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 		$1.08M Buy
5,232
+406
+8% +$75.2K 0.02% 729
2026
Q1 		$767K Hold
4,826
– – 0.01% 827
2025
Q4 		$790K Sell
4,826
-92
-2% -$15.1K 0.01% 769
2025
Q3 		$819K Sell
4,918
-144
-3% -$21.9K 0.01% 763
2025
Q2 		$734K Buy
5,062
+154
+3% +$19.5K 0.01% 765
2025
Q1 		$549K Buy
4,908
+1
+0% +$124 0.01% 749
2024
Q4 		$587K Buy
4,907
+2
+0% +$240 0.01% 697
2024
Q3 		$541K Sell
4,905
-806
-14% -$81.9K 0.01% 696
2024
Q2 		$568K Sell
5,711
-14
-0.2% -$1.41K 0.02% 666
2024
Q1 		$606K Sell
5,725
-31,557
-85% -$3.12M 0.02% 638
2023
Q4 		$3.57M Sell
37,282
-362
-1% -$31.2K 0.12% 198
2023
Q3 		$3.16M Sell
37,644
-2,488
-6% -$219K 0.12% 187
2023
Q2 		$3.54M Sell
40,132
-1,035
-3% -$85.9K 0.14% 174
2023
Q1 		$3.46M Sell
41,167
-1,968
-5% -$163K 0.14% 180
2022
Q4 		$3.39M Sell
43,135
-5,167
-11% -$432K 0.17% 139
2022
Q3 		$3.91M Buy
48,302
+12,489
+35% +$1.1M 0.2% 123
2022
Q2 		$2.94M Sell
35,813
-14,738
-29% -$1.37M 0.15% 176
2022
Q1 		$5.51M Sell
50,551
-112
-0.2% -$11.9K 0.23% 96
2021
Q4 		$6.21M Sell
50,663
-338
-0.7% -$42.8K 0.27% 83
2021
Q3 		$6.29M Sell
51,001
-178
-0.3% -$22.6K 0.31% 69
2021
Q2 		$6.53M Buy
51,179
+3,197
+7% +$390K 0.33% 54
2021
Q1 		$5.72M Buy
47,982
+2,070
+5% +$260K 0.34% 53
2020
Q4 		$5.43M Buy
45,912
+45,437
+9,566% +$4.92M 0.37% 43
2020
Q3 		$46K Sell
475
-55,189
-99% -$5.03M 0.02% 646
2020
Q2 		$4.66M Sell
55,664
-3,537
-6% -$267K 0.41% 43
2020
Q1 		$3.73M Buy
59,201
+650
+1% +$50.2K 0.4% 50
2019
Q4 		$4.71M Buy
58,551
+4,278
+8% +$332K 0.36% 40
2019
Q3 		$4.12M Buy
54,273
+1,427
+3% +$112K 0.42% 36
2019
Q2 		$4.15M Buy
+52,846
New +$4.02M 0.47% 27
2019
Q1 		– Sell
-29,698
Closed -$1.84M – 357
2018
Q4 		$1.84M Buy
29,698
+7,375
+33% +$494K 0.37% 61
2018
Q3 		$1.6M Sell
22,323
-1,078
-5% -$79.5K 0.3% 78
2018
Q2 		$1.68M Buy
23,401
+1,922
+9% +$136K 0.23% 91
2018
Q1 		$1.47M Buy
21,479
+8,224
+62% +$584K 0.21% 105
2017
Q4 		$906K Buy
13,255
+6,844
+107% +$455K 0.14% 137
2017
Q3 		$410K Buy
+6,411
New +$392K 0.06% 271
2014
Q1 		– Sell
-9,662
Closed -$439K – 268
2013
Q4 		$439K Buy
+9,662
New +$414K 0.15% 108

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

Prospera Financial Services's FPX Position: Q2 2026 in Review

Prospera Financial Services increased its First Trust US Equity Opportunities ETF (FPX) stake by 8.4% in Q2 2026, buying an estimated $75.2K and bringing the position to 5,232 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #729.

Prospera Financial Services first reported a position in FPX in Q4 2013 and has held it in 36 quarters since. The position peaked at $6.53M in Q2 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Prospera Financial Services held 5,232 shares of First Trust US Equity Opportunities ETF worth $1.08M as of Q2 2026.
  • Prospera Financial Services bought 406 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $75.2K.
  • First Trust US Equity Opportunities ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #729 holding.
  • Prospera Financial Services first reported a position in First Trust US Equity Opportunities ETF in Q4 2013 and has held it in 36 quarters since.
  • Prospera Financial Services's First Trust US Equity Opportunities ETF position peaked at $6.53M in Q2 2021.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.