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Sun Financial’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Sun Financial’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 		$255K Hold
1,411
– – 0.12% 147
2026
Q1 		$265K Buy
1,411
+1
+0.1% +$164 0.13% 143
2025
Q4 		$231K Buy
+1,410
New +$232K 0.13% 151

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

Sun Financial's FPX Position: Q2 2026 in Review

Sun Financial held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,411 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #147.

Sun Financial first reported a position in FPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q1 2026. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Sun Financial held 1,411 shares of First Trust US Equity Opportunities ETF worth $255K as of Q2 2026.
  • Sun Financial left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.12% of Sun Financial's portfolio in Q2 2026, its #147 holding.
  • Sun Financial first reported a position in First Trust US Equity Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's First Trust US Equity Opportunities ETF position peaked at $265K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.