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Sigma Planning Corp’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Sigma Planning Corp’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 		$1.67M Buy
8,113
+269
+3% +$49.8K 0.04% 419
2026
Q1 		$1.25M Sell
7,844
-624
-7% -$103K 0.03% 487
2025
Q4 		$1.38M Sell
8,468
-757
-8% -$124K 0.04% 427
2025
Q3 		$1.53M Buy
9,225
+4,487
+95% +$683K 0.04% 393
2025
Q2 		$687K Buy
+4,738
New +$601K 0.02% 653
2022
Q4 		– Sell
-5,115
Closed -$415K – 1294
2022
Q3 		$415K Buy
5,115
+19
+0.4% +$1.67K 0.02% 807
2022
Q2 		$419K Sell
5,096
-27
-0.5% -$2.52K 0.01% 824
2022
Q1 		$559K Sell
5,123
-48,380
-90% -$5.16M 0.02% 803
2021
Q4 		$6.55M Buy
53,503
+913
+2% +$116K 0.18% 108
2021
Q3 		$6.49M Buy
52,590
+353
+0.7% +$44.9K 0.2% 105
2021
Q2 		$6.66M Buy
52,237
+1,711
+3% +$209K 0.2% 105
2021
Q1 		$6.02M Sell
50,526
-19,604
-28% -$2.46M 0.19% 123
2020
Q4 		$8.3M Buy
70,130
+16,663
+31% +$1.81M 0.28% 77
2020
Q3 		$5.17M Sell
53,467
-26,740
-33% -$2.44M 0.2% 106
2020
Q2 		$6.72M Buy
80,207
+70,897
+762% +$5.35M 0.3% 63
2020
Q1 		$587K Sell
9,310
-83,343
-90% -$6.43M 0.03% 442
2019
Q4 		$7.45M Buy
92,653
+25,276
+38% +$1.96M 0.31% 53
2019
Q3 		$5.11M Buy
67,377
+2,469
+4% +$194K 0.25% 89
2019
Q2 		$5.06M Buy
64,908
+20,845
+47% +$1.58M 0.26% 86
2019
Q1 		$3.3M Sell
44,063
-5,000
-10% -$352K 0.19% 132
2018
Q4 		$3.04M Buy
49,063
+975
+2% +$65.3K 0.22% 102
2018
Q3 		$3.57M Buy
48,088
+2,594
+6% +$191K 0.21% 104
2018
Q2 		$3.25M Buy
45,494
+3,282
+8% +$232K 0.22% 106
2018
Q1 		$2.89M Buy
42,212
+4,443
+12% +$315K 0.21% 116
2017
Q4 		$2.58M Buy
37,769
+5,045
+15% +$335K 0.2% 130
2017
Q3 		$2.09M Buy
32,724
+5,549
+20% +$340K 0.17% 149
2017
Q2 		$1.62M Buy
27,175
+3,886
+17% +$229K 0.15% 168
2017
Q1 		$1.34M Buy
23,289
+18,637
+401% +$1.05M 0.13% 187
2016
Q4 		$252K Sell
4,652
-703
-13% -$37.6K 0.03% 573
2016
Q3 		$291K Buy
5,355
+119
+2% +$6.35K 0.03% 529
2016
Q2 		$265K Sell
5,236
-256
-5% -$13K 0.03% 520
2016
Q1 		$275K Sell
5,492
-118
-2% -$5.57K 0.04% 479
2015
Q4 		$287K Buy
5,610
+172
+3% +$8.87K 0.04% 468
2015
Q3 		$265K Sell
5,438
-1,284
-19% -$68.6K 0.04% 465
2015
Q2 		$367K Buy
6,722
+562
+9% +$30.7K 0.05% 428
2015
Q1 		$332K Buy
6,160
+775
+14% +$39.9K 0.04% 491
2014
Q4 		$271K Buy
+5,385
New +$262K 0.04% 537

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

Sigma Planning Corp's FPX Position: Q2 2026 in Review

Sigma Planning Corp increased its First Trust US Equity Opportunities ETF (FPX) stake by 3.4% in Q2 2026, buying an estimated $49.8K and bringing the position to 8,113 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #419.

Sigma Planning Corp first reported a position in FPX in Q4 2014 and has held it in 37 quarters since. The position peaked at $8.3M in Q4 2020. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Sigma Planning Corp held 8,113 shares of First Trust US Equity Opportunities ETF worth $1.67M as of Q2 2026.
  • Sigma Planning Corp bought 269 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $49.8K.
  • First Trust US Equity Opportunities ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #419 holding.
  • Sigma Planning Corp first reported a position in First Trust US Equity Opportunities ETF in Q4 2014 and has held it in 37 quarters since.
  • Sigma Planning Corp's First Trust US Equity Opportunities ETF position peaked at $8.3M in Q4 2020.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.