Simplex Trading
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Simplex Trading’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Simplex Trading’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 		$61.9K Hold
300
– – ﹤0.01% 6077
2026
Q1 		$47.6K Buy
+300
New +$49.3K ﹤0.01% 5935
2021
Q1 		– Sell
-5
Closed -$59K – 9179
2020
Q4 		$59K Buy
+5
New +$542 ﹤0.01% 6002

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

Simplex Trading's FPX Position: Q2 2026 in Review

Simplex Trading sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2026, closing a stake of 17 shares — an estimated $3.15K sold.

Simplex Trading first reported a position in FPX in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Simplex Trading reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 17 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $3.15K.
  • Simplex Trading first reported a position in First Trust US Equity Opportunities ETF in Q4 2020 and held it in 4 quarters.
  • Simplex Trading's First Trust US Equity Opportunities ETF position peaked at $13K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.