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Root Financial Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Root Financial Partners’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 		– Sell
-830
Closed -$132K – 1424
2026
Q1 		$132K Hold
830
– – 0.01% 457
2025
Q4 		$136K Sell
830
-2
-0.2% -$328 0.01% 371
2025
Q3 		$138K Buy
+832
New +$127K 0.01% 349

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

Root Financial Partners's FPX Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2026, closing a stake of 830 shares — an estimated $132K sold.

Root Financial Partners first reported a position in FPX in Q3 2025 and held it in 3 quarters. The position peaked at $138K in Q3 2025. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Root Financial Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 830 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $132K.
  • Root Financial Partners first reported a position in First Trust US Equity Opportunities ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Trust US Equity Opportunities ETF position peaked at $138K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.