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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Root Financial Partners's FPX Position: Q1 2026 in Review

Root Financial Partners held its First Trust US Equity Opportunities ETF (FPX) position steady in Q1 2026 at 830 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #457.

Root Financial Partners first reported a position in FPX in Q3 2025 and has held it in 3 quarters since. The position peaked at $138K in Q3 2025. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • Root Financial Partners held 830 shares of First Trust US Equity Opportunities ETF worth $132K as of Q1 2026.
  • Root Financial Partners left its First Trust US Equity Opportunities ETF share count unchanged in Q1 2026.
  • First Trust US Equity Opportunities ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #457 holding.
  • Root Financial Partners first reported a position in First Trust US Equity Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's First Trust US Equity Opportunities ETF position peaked at $138K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.