Rockefeller Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Rockefeller Capital Management’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	$629K	Buy	3,051 +26	+0.9%	+$4.82K	﹤0.01%	1970
2026 Q1	$480K	Buy	3,025 +287	+10%	+$47.2K	﹤0.01%	2001
2025 Q4	$448K	Buy	2,738 +139	+5%	+$22.8K	﹤0.01%	1965
2025 Q3	$432K	Buy	+2,599	New	+$396K	﹤0.01%	1838
2023 Q1	–	Sell	-3,690	Closed	-$290K	–	2673
2022 Q4	$290K	Sell	3,690 -80	-2%	-$6.69K	﹤0.01%	1492
2022 Q3	$305K	Buy	3,770 +1,886	+100%	+$166K	﹤0.01%	1461
2022 Q2	$154K	Buy	1,884 +633	+51%	+$59K	﹤0.01%	1728
2022 Q1	$136K	Buy	1,251 +1,026	+456%	+$109K	﹤0.01%	1851
2021 Q4	$27K	Sell	225 -700	-76%	-$88.7K	﹤0.01%	2493
2021 Q3	$114K	Sell	925 -4,937	-84%	-$627K	﹤0.01%	1801
2021 Q2	$747K	Buy	5,862 +4,660	+388%	+$568K	﹤0.01%	1038
2021 Q1	$143K	Buy	1,202 +986	+456%	+$124K	﹤0.01%	1452
2020 Q4	$25K	Hold	216	–	–	﹤0.01%	1913
2020 Q3	$20K	Sell	216 -809	-79%	-$73.8K	﹤0.01%	1783
2020 Q2	$86K	Hold	1,025	–	–	﹤0.01%	1217
2020 Q1	$65K	Buy	+1,025	New	+$79.1K	﹤0.01%	1160

Other funds holding FPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management's FPX Position: Q2 2026 in Review

Rockefeller Capital Management increased its First Trust US Equity Opportunities ETF (FPX) stake by 0.86% in Q2 2026, buying an estimated $4.82K and bringing the position to 3,051 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Rockefeller Capital Management first reported a position in FPX in Q1 2020 and has held it in 16 quarters since. The position peaked at $747K in Q2 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Rockefeller Capital Management held 3,051 shares of First Trust US Equity Opportunities ETF worth $629K as of Q2 2026.
Rockefeller Capital Management bought 26 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $4.82K.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1970 holding.
Rockefeller Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2020 and has held it in 16 quarters since.
Rockefeller Capital Management's First Trust US Equity Opportunities ETF position peaked at $747K in Q2 2021.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.