Smart Portfolios LLC’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Smart Portfolios LLC’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	$264K	Sell	1,660 -10	-0.6%	-$1.64K	0.26%	92
2025 Q4	$273K	Sell	1,670 -55	-3%	-$9.03K	0.27%	92
2025 Q3	$287K	Sell	1,725 -395	-19%	-$60.1K	0.28%	91
2025 Q2	$307K	Sell	2,120 -15	-0.7%	-$1.9K	0.31%	86
2025 Q1	$239K	Sell	2,135 -30	-1%	-$3.73K	0.26%	91
2024 Q4	$259K	Buy	2,165 +10	+0.5%	+$1.2K	0.27%	91
2024 Q3	$237K	Sell	2,155 -15	-0.7%	-$1.52K	0.24%	97
2024 Q2	$216K	Buy	+2,170	New	+$219K	0.22%	95

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

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

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

Smart Portfolios LLC's FPX Position: Q1 2026 in Review

Smart Portfolios LLC reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.6% in Q1 2026, selling an estimated $1.64K and leaving 1,660 shares worth $264K. The position accounts for 0.26% of the portfolio, ranked #92.

Smart Portfolios LLC first reported a position in FPX in Q2 2024 and has held it in 8 quarters since. The position peaked at $307K in Q2 2025. 211 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

Smart Portfolios LLC held 1,660 shares of First Trust US Equity Opportunities ETF worth $264K as of Q1 2026.
Smart Portfolios LLC sold 10 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $1.64K.
First Trust US Equity Opportunities ETF made up 0.26% of Smart Portfolios LLC's portfolio in Q1 2026, its #92 holding.
Smart Portfolios LLC first reported a position in First Trust US Equity Opportunities ETF in Q2 2024 and has held it in 8 quarters since.
Smart Portfolios LLC's First Trust US Equity Opportunities ETF position peaked at $307K in Q2 2025.
211 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.