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Stratos Wealth Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Stratos Wealth Partners’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 		$3.72M Buy
18,047
+1,309
+8% +$243K 0.04% 416
2026
Q1 		$2.66M Buy
16,738
+469
+3% +$77.1K 0.03% 485
2025
Q4 		$2.66M Buy
16,269
+13,252
+439% +$2.18M 0.03% 475
2025
Q3 		$501K Buy
3,017
+45
+2% +$6.85K 0.01% 1015
2025
Q2 		$431K Sell
2,972
-342
-10% -$43.4K 0.01% 983
2025
Q1 		$370K Sell
3,314
-472
-12% -$58.7K 0.01% 998
2024
Q4 		$453K Sell
3,786
-657
-15% -$78.7K 0.01% 979
2024
Q3 		$490K Buy
4,443
+396
+10% +$40.3K 0.01% 951
2024
Q2 		$402K Sell
4,047
-926
-19% -$93.4K 0.01% 988
2024
Q1 		$526K Sell
4,973
-1,186
-19% -$117K 0.01% 876
2023
Q4 		$591K Sell
6,159
-56
-0.9% -$4.83K 0.01% 811
2023
Q3 		$522K Sell
6,215
-235
-4% -$20.7K 0.01% 806
2023
Q2 		$569K Buy
6,450
+1,557
+32% +$129K 0.01% 717
2023
Q1 		$411K Sell
4,893
-4,320
-47% -$358K 0.01% 760
2022
Q4 		$725K Sell
9,213
-322
-3% -$26.9K 0.02% 604
2022
Q3 		$773K Buy
9,535
+412
+5% +$36.2K 0.02% 553
2022
Q2 		$749K Buy
9,123
+53
+0.6% +$4.94K 0.02% 584
2022
Q1 		$989K Sell
9,070
-169
-2% -$18K 0.02% 558
2021
Q4 		$1.13M Buy
9,239
+244
+3% +$30.9K 0.03% 521
2021
Q3 		$1.11M Buy
8,995
+200
+2% +$25.4K 0.03% 490
2021
Q2 		$1.12M Buy
8,795
+320
+4% +$39K 0.03% 508
2021
Q1 		$1.01M Buy
8,475
+524
+7% +$65.9K 0.03% 493
2020
Q4 		$941K Buy
7,951
+3,334
+72% +$361K 0.03% 460
2020
Q3 		$446K Buy
4,617
+36
+0.8% +$3.28K 0.01% 657
2020
Q2 		$384K Buy
4,581
+94
+2% +$7.1K 0.01% 688
2020
Q1 		$283K Buy
4,487
+35
+0.8% +$2.7K 0.01% 710
2019
Q4 		$358K Sell
4,452
-3,918
-47% -$304K 0.01% 689
2019
Q3 		$635K Sell
8,370
-137
-2% -$10.8K 0.03% 493
2019
Q2 		$663K Buy
8,507
+639
+8% +$48.6K 0.03% 486
2019
Q1 		$589K Sell
7,868
-1,187
-13% -$83.6K 0.03% 508
2018
Q4 		$562K Sell
9,055
-1,841
-17% -$123K 0.03% 474
2018
Q3 		$809K Sell
10,896
-466
-4% -$34.4K 0.04% 382
2018
Q2 		$812K Hold
11,362
– – 0.04% 411
2018
Q1 		$779K Buy
11,362
+886
+8% +$62.9K 0.03% 422
2017
Q4 		$715K Buy
10,476
+1,517
+17% +$101K 0.03% 428
2017
Q3 		$572K Buy
8,959
+981
+12% +$60K 0.03% 479
2017
Q2 		$476K Buy
7,978
+3,110
+64% +$183K 0.02% 472
2017
Q1 		$279K Buy
4,868
+122
+3% +$6.88K 0.02% 599
2016
Q4 		$257K Sell
4,746
-1,938
-29% -$104K 0.02% 562
2016
Q3 		$363K Sell
6,684
-175
-3% -$9.34K 0.02% 432
2016
Q2 		$347K Sell
6,859
-300
-4% -$15.2K 0.03% 415
2016
Q1 		$358K Hold
7,159
– – 0.03% 368
2015
Q4 		$366K Buy
+7,159
New +$369K 0.03% 377
2015
Q3 		– Sell
-4,292
Closed -$234K – 559
2015
Q2 		$234K Buy
+4,292
New +$234K 0.03% 424

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

Stratos Wealth Partners's FPX Position: Q2 2026 in Review

Stratos Wealth Partners increased its First Trust US Equity Opportunities ETF (FPX) stake by 7.8% in Q2 2026, buying an estimated $243K and bringing the position to 18,047 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #416.

Stratos Wealth Partners first reported a position in FPX in Q2 2015 and has held it in 44 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Stratos Wealth Partners held 18,047 shares of First Trust US Equity Opportunities ETF worth $3.72M as of Q2 2026.
  • Stratos Wealth Partners bought 1,309 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $243K.
  • First Trust US Equity Opportunities ETF made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #416 holding.
  • Stratos Wealth Partners first reported a position in First Trust US Equity Opportunities ETF in Q2 2015 and has held it in 44 quarters since.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.