Signature Estate & Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Signature Estate & Investment Advisors’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	$2.14M	Sell	10,397 -654	-6%	-$121K	0.04%	165
2026 Q1	$1.76M	Sell	11,051 -242	-2%	-$39.8K	0.04%	183
2025 Q4	$1.85M	Sell	11,293 -284	-2%	-$46.6K	0.04%	172
2025 Q3	$1.92M	Buy	11,577 +21	+0.2%	+$3.2K	0.04%	167
2025 Q2	$1.67M	Sell	11,556 -232	-2%	-$29.4K	0.04%	173
2025 Q1	$1.32M	Buy	11,788 +137	+1%	+$17K	0.03%	181
2024 Q4	$1.39M	Sell	11,651 -678	-5%	-$81.2K	0.03%	177
2024 Q3	$1.36M	Sell	12,329 -993	-7%	-$101K	0.03%	166
2024 Q2	$1.32M	Buy	+13,322	New	+$1.34M	0.03%	161

Other funds holding FPX

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Signature Estate & Investment Advisors's FPX Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 5.9% in Q2 2026, selling an estimated $121K and leaving 10,397 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #165.

Signature Estate & Investment Advisors first reported a position in FPX in Q2 2024 and has held it in 9 quarters since. 129 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Signature Estate & Investment Advisors held 10,397 shares of First Trust US Equity Opportunities ETF worth $2.14M as of Q2 2026.
Signature Estate & Investment Advisors sold 654 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $121K.
First Trust US Equity Opportunities ETF made up 0.04% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #165 holding.
Signature Estate & Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
129 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.