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RDA Financial Network’s First Trust US Equity Opportunities ETF FPX Stock Holding History

RDA Financial Network’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 		$1.03M Sell
4,992
-25
-0.5% -$4.63K 0.22% 98
2026
Q1 		$797K Hold
5,017
– – 0.2% 114
2025
Q4 		$821K Sell
5,017
-35
-0.7% -$5.75K 0.2% 110
2025
Q3 		$839K Sell
5,052
-185
-4% -$28.2K 0.21% 113
2025
Q2 		$759K Hold
5,237
– – 0.21% 115
2025
Q1 		$585K Sell
5,237
-40
-0.8% -$4.98K 0.17% 121
2024
Q4 		$631K Sell
5,277
-53
-1% -$6.35K 0.18% 118
2024
Q3 		$587K Sell
5,330
-231
-4% -$23.5K 0.18% 127
2024
Q2 		$552K Sell
5,561
-28
-0.5% -$2.82K 0.18% 126
2024
Q1 		$591K Hold
5,589
– – 0.2% 119
2023
Q4 		$536K Sell
5,589
-61
-1% -$5.26K 0.2% 120
2023
Q3 		$474K Sell
5,650
-280
-5% -$24.6K 0.21% 113
2023
Q2 		$523K Sell
5,930
-168
-3% -$13.9K 0.22% 105
2023
Q1 		$513K Sell
6,098
-621
-9% -$51.5K 0.23% 102
2022
Q4 		$529K Sell
6,719
-113
-2% -$9.45K 0.27% 91
2022
Q3 		$554K Hold
6,832
– – 0.3% 89
2022
Q2 		$561K Sell
6,832
-215
-3% -$20K 0.28% 92
2022
Q1 		$769K Sell
7,047
-126
-2% -$13.4K 0.32% 78
2021
Q4 		$879K Buy
7,173
+99
+1% +$12.5K 0.36% 73
2021
Q3 		$873K Sell
7,074
-300
-4% -$38.1K 0.38% 70
2021
Q2 		$940K Buy
7,374
+17
+0.2% +$2.07K 0.42% 67
2021
Q1 		$877K Sell
7,357
-150
-2% -$18.9K 0.38% 73
2020
Q4 		$888K Sell
7,507
-692
-8% -$75K 0.4% 71
2020
Q3 		$792K Sell
8,199
-30
-0.4% -$2.74K 0.36% 73
2020
Q2 		$690K Sell
8,229
-4,128
-33% -$312K 0.34% 75
2020
Q1 		$779K Sell
12,357
-3,258
-21% -$251K 0.47% 59
2019
Q4 		$1.3M Sell
15,615
-583
-4% -$45.3K 0.53% 52
2019
Q3 		$1.28M Buy
16,198
+483
+3% +$38K 0.55% 49
2019
Q2 		$1.25M Buy
15,715
+20
+0.1% +$1.52K 0.56% 45
2019
Q1 		$1.19M Buy
+15,695
New +$1.1M 0.56% 46

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

RDA Financial Network's FPX Position: Q2 2026 in Review

RDA Financial Network reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.5% in Q2 2026, selling an estimated $4.63K and leaving 4,992 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #98.

RDA Financial Network first reported a position in FPX in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.3M in Q4 2019. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • RDA Financial Network held 4,992 shares of First Trust US Equity Opportunities ETF worth $1.03M as of Q2 2026.
  • RDA Financial Network sold 25 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $4.63K.
  • First Trust US Equity Opportunities ETF made up 0.22% of RDA Financial Network's portfolio in Q2 2026, its #98 holding.
  • RDA Financial Network first reported a position in First Trust US Equity Opportunities ETF in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's First Trust US Equity Opportunities ETF position peaked at $1.3M in Q4 2019.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.