SBI Securities’s First Trust US Equity Opportunities ETF FPX Stock Holding History

SBI Securities’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	$13.8K	Sell	67 -4	-6%	-$741	﹤0.01%	1687
2026 Q1	$11.3K	Buy	71 +1	+1%	+$164	﹤0.01%	1676
2025 Q4	$11.5K	Sell	70 -4	-5%	-$657	﹤0.01%	1669
2025 Q3	$12.3K	Sell	74 -1	-1%	-$152	﹤0.01%	1671
2025 Q2	$10.9K	Buy	75 +1	+1%	+$127	﹤0.01%	1672
2025 Q1	$8.27K	Buy	74 +5	+7%	+$622	﹤0.01%	1682
2024 Q4	$8.25K	Buy	+69	New	+$8.26K	﹤0.01%	1721

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

SBI Securities's FPX Position: Q2 2026 in Review

SBI Securities reduced its First Trust US Equity Opportunities ETF (FPX) stake by 5.6% in Q2 2026, selling an estimated $741 and leaving 67 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

SBI Securities first reported a position in FPX in Q4 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

SBI Securities held 67 shares of First Trust US Equity Opportunities ETF worth $13.8K as of Q2 2026.
SBI Securities sold 4 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $741.
First Trust US Equity Opportunities ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1687 holding.
SBI Securities first reported a position in First Trust US Equity Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.