Spire Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Spire Wealth Management’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	$132K	Buy	+638	New	+$118K	﹤0.01%	909
2026 Q1	–	Sell	-638	Closed	-$104K	–	2316
2025 Q4	$104K	Buy	+638	New	+$105K	﹤0.01%	980
2025 Q3	–	Sell	-638	Closed	-$92.5K	–	2399
2025 Q2	$92.5K	Hold	638	–	–	﹤0.01%	1001
2025 Q1	$71.3K	Hold	638	–	–	﹤0.01%	1161
2024 Q4	$76.2K	Hold	638	–	–	﹤0.01%	1135
2024 Q3	$70.3K	Hold	638	–	–	﹤0.01%	1029
2024 Q2	$63.4K	Hold	638	–	–	﹤0.01%	1036
2024 Q1	$67.5K	Hold	638	–	–	﹤0.01%	1116
2023 Q4	$59.7K	Hold	638	–	–	﹤0.01%	1152
2023 Q3	$53.6K	Hold	638	–	–	﹤0.01%	1159
2023 Q2	$56.3K	Sell	638 -487	-43%	-$40.4K	﹤0.01%	1151
2023 Q1	$94.5K	Buy	1,125 +122	+12%	+$10.1K	﹤0.01%	991
2022 Q4	$79K	Buy	1,003 +77	+8%	+$6.44K	﹤0.01%	825
2022 Q3	$75K	Sell	926 -226	-20%	-$19.8K	﹤0.01%	806
2022 Q2	$95K	Sell	1,152 -4,653	-80%	-$433K	﹤0.01%	1053
2022 Q1	$633K	Sell	5,805 -220	-4%	-$23.5K	0.02%	505
2021 Q4	$738K	Sell	6,025 -1,246	-17%	-$158K	0.02%	573
2021 Q3	$897K	Sell	7,271 -908	-11%	-$115K	0.02%	436
2021 Q2	$1.04M	Buy	8,179 +1,365	+20%	+$166K	0.03%	412
2021 Q1	$812K	Buy	+6,814	New	+$856K	0.02%	512

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

Spire Wealth Management's FPX Position: Q2 2026 in Review

Spire Wealth Management opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 638 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in FPX as recently as Q4 2025.

Spire Wealth Management first reported a position in FPX in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q2 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Spire Wealth Management held 638 shares of First Trust US Equity Opportunities ETF worth $132K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Spire Wealth Management position in Q2 2026.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #909 holding.
Spire Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's First Trust US Equity Opportunities ETF position peaked at $1.04M in Q2 2021.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.