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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
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 $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sun Financial's FPX Position: Q1 2026 in Review

Sun Financial increased its First Trust US Equity Opportunities ETF (FPX) stake by 0.07% in Q1 2026, buying an estimated $164 and bringing the position to 1,411 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #143.

Sun Financial first reported a position in FPX in Q4 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • Sun Financial held 1,411 shares of First Trust US Equity Opportunities ETF worth $265K as of Q1 2026.
  • Sun Financial bought 1 First Trust US Equity Opportunities ETF share in Q1 2026, an estimated $164.
  • First Trust US Equity Opportunities ETF made up 0.13% of Sun Financial's portfolio in Q1 2026, its #143 holding.
  • Sun Financial first reported a position in First Trust US Equity Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.