Raymond James Financial’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Raymond James Financial’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	$28.5M	Sell	179,649 -9,850	-5%	-$1.62M	0.01%	1224
2025 Q4	$31M	Buy	189,499 +32,827	+21%	+$5.39M	0.01%	1144
2025 Q3	$26M	Buy	156,672 +11,169	+8%	+$1.7M	0.01%	1238
2025 Q2	$21.1M	Buy	145,503 +23,784	+20%	+$3.02M	0.01%	1336
2025 Q1	$13.6M	Buy	121,719 +2,931	+2%	+$365K	0.01%	1574
2024 Q4	$14.2M	Buy	+118,788	New	+$14.2M	0.01%	1571

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial's FPX Position: Q1 2026 in Review

Raymond James Financial reduced its First Trust US Equity Opportunities ETF (FPX) stake by 5.2% in Q1 2026, selling an estimated $1.62M and leaving 179,649 shares worth $28.5M. The position accounts for 0.01% of the portfolio, ranked #1224.

Raymond James Financial first reported a position in FPX in Q4 2024 and has held it in 6 quarters since. The position peaked at $31M in Q4 2025. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

Raymond James Financial held 179,649 shares of First Trust US Equity Opportunities ETF worth $28.5M as of Q1 2026.
Raymond James Financial sold 9,850 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $1.62M.
First Trust US Equity Opportunities ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1224 holding.
Raymond James Financial first reported a position in First Trust US Equity Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's First Trust US Equity Opportunities ETF position peaked at $31M in Q4 2025.
210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.